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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 | $106,802 | $217,432-50.9% | $185,849-42.5% | $167,536-36.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.08% | 148.42%-142.3pp | 122.10%-116.0pp | 478.82%-472.7pp |
| Employer contribution / active EE | $2,239 | $5,875-61.9% | $5,169-56.7% | $4,839-53.7% |
| Participant deferral / active EE | $1,631 | $6,357-74.3% | $5,569-70.7% | $6,342-74.3% |
| Admin fee / account holder | $10,832 | $19,818-45.3% | $16,244-33.3% | $12,315-12.0% |