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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 | $30,965 | $209,336-85.2% | $197,124-84.3% | $137,256-77.4% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 9.81% | 48.09%-38.3pp | 44.34%-34.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,432 | $6,591-63.1% | $6,227-60.9% | $4,156-41.5% |
| Participant deferral / active EE | $2,432 | $9,614-74.7% | $9,135-73.4% | $6,407-62.0% |
| Admin fee / account holder | $5,351 | $17,308-69.1% | $16,298-67.2% | $12,270-56.4% |