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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 | $183,211 | $135,956+34.8% | $123,894+47.9% | $273,972-33.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.82% | 56.63%-53.8pp | 47.52%-44.7pp | 41.46%-38.6pp |
| Employer contribution / active EE | $1,797 | $5,170-65.2% | $4,617-61.1% | $4,869-63.1% |
| Participant deferral / active EE | $1,363 | $6,343-78.5% | $5,984-77.2% | $5,287-74.2% |
| Admin fee / account holder | $6,644 | $9,817-32.3% | $8,357-20.5% | $10,133-34.4% |