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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 | $88,358 | $156,398-43.5% | $147,318-40.0% | $138,895-36.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.02% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,000 | $8,237-87.9% | $7,906-87.4% | $6,396-84.4% |
| Admin fee / account holder | $795 | $14,976-94.7% | $13,708-94.2% | $12,562-93.7% |