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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 | $46,135 | $174,379-73.5% | $152,093-69.7% | $138,895-66.8% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 9.87% | 74.86%-65.0pp | 66.36%-56.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $7,297 | $4,652+56.9% | $4,175+74.8% | $4,194+74.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,671 | $16,880-54.6% | $14,497-47.1% | $12,562-38.9% |