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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 | $51,378 | $124,425-58.7% | $112,040-54.1% | $137,256-62.6% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 8.95% | 24.72%-15.8pp | 24.52%-15.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $3,314 | $3,411-2.8% | $2,954+12.2% | $4,156-20.2% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $126,126 | $15,207+729.4% | $12,098+942.5% | $12,270+927.9% |