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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 | $72,707 | $183,516-60.4% | $155,534-53.3% | $145,884-50.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 4.79% | 61.43%-56.6pp | 64.92%-60.1pp | 551.85%-547.1pp |
| Employer contribution / active EE | $11,010 | $5,315+107.2% | $4,675+135.5% | $4,662+136.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $958 | $19,293-95.0% | $15,900-94.0% | $13,392-92.8% |