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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 | $104,467 | $209,336-50.1% | $197,124-47.0% | $137,256-23.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.44% | 48.09%-37.6pp | 44.34%-33.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,583 | $6,591-60.8% | $6,227-58.5% | $4,156-37.8% |
| Participant deferral / active EE | $2,583 | $9,614-73.1% | $9,135-71.7% | $6,407-59.7% |
| Admin fee / account holder | $2,525 | $17,308-85.4% | $16,298-84.5% | $12,270-79.4% |