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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 | $56,658 | $185,312-69.4% | $161,489-64.9% | $154,746-63.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.76% | 103.84%-94.1pp | 89.72%-80.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $2,465 | $4,769-48.3% | $4,268-42.2% | $4,379-43.7% |
| Participant deferral / active EE | $1,913 | $6,350-69.9% | $5,630-66.0% | $6,730-71.6% |
| Admin fee / account holder | $1,681 | $18,654-91.0% | $16,006-89.5% | $14,365-88.3% |