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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 | $98,986 | $178,174-44.4% | $156,181-36.6% | $137,256-27.9% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.8%+7.8pp | 80.0%+6.7pp |
| Annual return | 3.09% | 84.19%-81.1pp | 64.87%-61.8pp | 220.34%-217.3pp |
| Employer contribution / active EE | $1,123 | $4,972-77.4% | $4,294-73.8% | $4,156-73.0% |
| Participant deferral / active EE | $1,821 | $6,888-73.6% | $6,132-70.3% | $6,407-71.6% |
| Admin fee / account holder | $15,913 | $17,404-8.6% | $14,586+9.1% | $12,270+29.7% |