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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 | $69,904 | $201,370-65.3% | $184,256-62.1% | $145,897-52.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.23% | 29.05%-22.8pp | 28.85%-22.6pp | 552.29%-546.1pp |
| Employer contribution / active EE | $2,153 | $7,024-69.3% | $6,427-66.5% | $4,663-53.8% |
| Participant deferral / active EE | $2,060 | $9,808-79.0% | $9,133-77.4% | $6,689-69.2% |
| Admin fee / account holder | $41,485 | $16,364+153.5% | $13,899+198.5% | $13,390+209.8% |