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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 | $38,928 | $201,259-80.7% | $184,200-78.9% | $145,959-73.3% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 5.31% | 28.98%-23.7pp | 28.80%-23.5pp | 561.95%-556.6pp |
| Employer contribution / active EE | $1,604 | $7,018-77.1% | $6,424-75.0% | $4,661-65.6% |
| Participant deferral / active EE | $2,267 | $9,806-76.9% | $9,132-75.2% | $6,689-66.1% |
| Admin fee / account holder | $46,823 | $16,372+186.0% | $13,907+236.7% | $13,398+249.5% |