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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 | $132,887 | $209,336-36.5% | $197,124-32.6% | $137,256-3.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.51% | 48.09%-36.6pp | 44.34%-32.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,145 | $6,591-67.5% | $6,227-65.6% | $4,156-48.4% |
| Participant deferral / active EE | $867 | $9,614-91.0% | $9,135-90.5% | $6,407-86.5% |
| Admin fee / account holder | $7,258 | $17,308-58.1% | $16,298-55.5% | $12,270-40.9% |