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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,031 | $162,967-3.0% | $135,792+16.4% | $138,895+13.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 3.73% | 30.08%-26.4pp | 25.96%-22.2pp | 145.39%-141.7pp |
| Employer contribution / active EE | $3,024 | $4,211-28.2% | $3,496-13.5% | $4,194-27.9% |
| Participant deferral / active EE | $1,286 | $5,640-77.2% | $4,759-73.0% | $6,396-79.9% |
| Admin fee / account holder | $2,663 | $15,306-82.6% | $12,266-78.3% | $12,562-78.8% |