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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 | $51,955 | $199,109-73.9% | $173,730-70.1% | $154,746-66.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.69% | 20.02%-13.3pp | 19.96%-13.3pp | 172.34%-165.7pp |
| Employer contribution / active EE | $4,996 | $5,311-5.9% | $4,577+9.1% | $4,379+14.1% |
| Participant deferral / active EE | $149 | $7,113-97.9% | $6,326-97.6% | $6,730-97.8% |
| Admin fee / account holder | $711 | $20,916-96.6% | $17,523-95.9% | $14,365-95.1% |