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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 | $28,375 | $201,344-85.9% | $184,243-84.6% | $145,877-80.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.06% | 29.01%-22.9pp | 28.82%-22.8pp | 551.28%-545.2pp |
| Employer contribution / active EE | $2,603 | $7,022-62.9% | $6,427-59.5% | $4,663-44.2% |
| Participant deferral / active EE | $2,476 | $9,807-74.8% | $9,132-72.9% | $6,691-63.0% |
| Admin fee / account holder | $22,335 | $16,382+36.3% | $13,914+60.5% | $13,402+66.7% |