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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 | $66,470 | $201,259-67.0% | $184,200-63.9% | $145,959-54.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.60% | 28.98%-21.4pp | 28.80%-21.2pp | 561.95%-554.4pp |
| Employer contribution / active EE | $6,249 | $7,018-11.0% | $6,424-2.7% | $4,661+34.1% |
| Participant deferral / active EE | $1,666 | $9,806-83.0% | $9,132-81.8% | $6,689-75.1% |
| Admin fee / account holder | $1,393 | $16,372-91.5% | $13,907-90.0% | $13,398-89.6% |