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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 | $63,924 | $201,372-68.3% | $184,260-65.3% | $145,884-56.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 5.52% | 29.04%-23.5pp | 28.84%-23.3pp | 551.85%-546.3pp |
| Employer contribution / active EE | $2,759 | $7,024-60.7% | $6,427-57.1% | $4,662-40.8% |
| Participant deferral / active EE | $1,105 | $9,808-88.7% | $9,133-87.9% | $6,690-83.5% |
| Admin fee / account holder | $28,959 | $16,362+77.0% | $13,898+108.4% | $13,392+116.2% |