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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 | $51,028 | $166,242-69.3% | $165,071-69.1% | $145,884-65.0% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 7.21% | 100.44%-93.2pp | 70.17%-63.0pp | 551.85%-544.6pp |
| Employer contribution / active EE | $5,406 | $5,283+2.3% | $4,347+24.3% | $4,662+16.0% |
| Participant deferral / active EE | $910 | $6,964-86.9% | $6,035-84.9% | $6,690-86.4% |
| Admin fee / account holder | $8,115 | $16,658-51.3% | $12,695-36.1% | $13,392-39.4% |