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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 | $33,250 | $183,627-81.9% | $155,602-78.6% | $145,978-77.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 8.66% | 61.32%-52.7pp | 64.81%-56.2pp | 550.52%-541.9pp |
| Employer contribution / active EE | $2,313 | $5,316-56.5% | $4,675-50.5% | $4,662-50.4% |
| Participant deferral / active EE | $1,619 | $6,466-75.0% | $5,629-71.2% | $6,690-75.8% |
| Admin fee / account holder | $2,774 | $19,327-85.6% | $15,923-82.6% | $13,400-79.3% |