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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 | $24,725 | $209,336-88.2% | $197,124-87.5% | $137,256-82.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.64% | 48.09%-36.4pp | 44.34%-32.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,805 | $6,591-57.4% | $6,227-55.0% | $4,156-32.5% |
| Participant deferral / active EE | $2,754 | $9,614-71.4% | $9,135-69.9% | $6,407-57.0% |
| Admin fee / account holder | $1,485 | $17,308-91.4% | $16,298-90.9% | $12,270-87.9% |