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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 | $201,370-80.7% | $184,256-78.9% | $145,897-73.3% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 5.31% | 29.05%-23.7pp | 28.85%-23.5pp | 552.29%-547.0pp |
| Employer contribution / active EE | $1,604 | $7,024-77.2% | $6,427-75.0% | $4,663-65.6% |
| Participant deferral / active EE | $2,267 | $9,808-76.9% | $9,133-75.2% | $6,689-66.1% |
| Admin fee / account holder | $46,823 | $16,364+186.1% | $13,899+236.9% | $13,390+249.7% |