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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 | $40,242 | $201,264-80.0% | $184,185-78.2% | $145,978-72.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.25% | 29.00%-24.8pp | 28.81%-24.6pp | 550.52%-546.3pp |
| Employer contribution / active EE | $4,040 | $7,021-42.5% | $6,426-37.1% | $4,662-13.3% |
| Participant deferral / active EE | $1,600 | $9,806-83.7% | $9,132-82.5% | $6,690-76.1% |
| Admin fee / account holder | $6,336 | $16,376-61.3% | $13,909-54.5% | $13,400-52.7% |