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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 | $78,880 | $182,442-56.8% | $163,379-51.7% | $138,895-43.2% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.8%+15.5pp | 79.9%+12.4pp |
| Annual return | 9.93% | 72.74%-62.8pp | 63.41%-53.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $7,319 | $4,159+76.0% | $3,752+95.1% | $4,194+74.5% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $45,425 | $10,396+337.0% | $9,818+362.7% | $12,562+261.6% |