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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 | $92,762 | $117,895-21.3% | $102,460-9.5% | $145,897-36.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.05% | 31.92%-24.9pp | 29.47%-22.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $4,902 | $3,619+35.5% | $3,025+62.0% | $4,663+5.1% |
| Participant deferral / active EE | $1,598 | $5,736-72.1% | $5,056-68.4% | $6,689-76.1% |
| Admin fee / account holder | $20,249 | $13,353+51.6% | $9,460+114.0% | $13,390+51.2% |