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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 | $85,886 | $88,672-3.1% | $105,223-18.4% | $82,448+4.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 9.11% | 30.86%-21.7pp | 180.65%-171.5pp | 41.64%-32.5pp |
| Employer contribution / active EE | $6,711 | $3,048+120.2% | $3,689+82.0% | $2,551+163.1% |
| Participant deferral / active EE | $1,539 | $4,036-61.9% | $5,072-69.6% | $4,139-62.8% |
| Admin fee / account holder | $11,118 | $7,146+55.6% | $8,859+25.5% | $7,234+53.7% |