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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 | $82,291 | $89,259-7.8% | $107,187-23.2% | $82,637-0.4% |
| Participation rate | 81.3% | 67.9%+13.3pp | 75.0%+6.2pp | 68.1%+13.2pp |
| Annual return | 7.58% | 21.02%-13.4pp | 204.55%-197.0pp | 53.51%-45.9pp |
| Employer contribution / active EE | $17,881 | $3,080+480.5% | $3,782+372.8% | $2,552+600.6% |
| Participant deferral / active EE | $897 | $4,037-77.8% | $5,096-82.4% | $4,126-78.3% |
| Admin fee / account holder | $11,564 | $7,381+56.7% | $9,162+26.2% | $7,339+57.6% |