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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 | $89,259-3.8% | $107,187-19.9% | $82,637+3.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 9.11% | 21.02%-11.9pp | 204.55%-195.4pp | 53.51%-44.4pp |
| Employer contribution / active EE | $6,711 | $3,080+117.9% | $3,782+77.4% | $2,552+163.0% |
| Participant deferral / active EE | $1,539 | $4,037-61.9% | $5,096-69.8% | $4,126-62.7% |
| Admin fee / account holder | $11,118 | $7,381+50.6% | $9,162+21.3% | $7,339+51.5% |