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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 | $30,593 | $185,883-83.5% | $170,043-82.0% | $139,466-78.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 10.67% | 60.54%-49.9pp | 53.40%-42.7pp | 373.66%-363.0pp |
| Employer contribution / active EE | $1,948 | $7,596-74.4% | $6,790-71.3% | $4,754-59.0% |
| Participant deferral / active EE | $1,948 | $11,626-83.2% | $10,410-81.3% | $6,712-71.0% |
| Admin fee / account holder | $14,848 | $15,393-3.5% | $12,824+15.8% | $11,409+30.1% |