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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 | $40,746 | $223,823-81.8% | $211,142-80.7% | $154,746-73.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.00% | 50.39%-40.4pp | 46.84%-36.8pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,599 | $6,787-61.7% | $6,442-59.7% | $4,379-40.6% |
| Participant deferral / active EE | $2,882 | $9,750-70.4% | $9,284-69.0% | $6,730-57.2% |
| Admin fee / account holder | $61,724 | $19,707+213.2% | $19,076+223.6% | $14,365+329.7% |