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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 | $61,754 | $201,370-69.3% | $184,256-66.5% | $145,897-57.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 6.48% | 29.05%-22.6pp | 28.85%-22.4pp | 552.29%-545.8pp |
| Employer contribution / active EE | $2,326 | $7,024-66.9% | $6,427-63.8% | $4,663-50.1% |
| Participant deferral / active EE | $2,372 | $9,808-75.8% | $9,133-74.0% | $6,689-64.5% |
| Admin fee / account holder | $101,477 | $16,364+520.1% | $13,899+630.1% | $13,390+657.8% |