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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 | $68,515 | $201,344-66.0% | $184,243-62.8% | $145,877-53.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.31% | 29.01%-19.7pp | 28.82%-19.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,829 | $7,022-59.7% | $6,427-56.0% | $4,663-39.3% |
| Participant deferral / active EE | $2,530 | $9,807-74.2% | $9,132-72.3% | $6,691-62.2% |
| Admin fee / account holder | $18,546 | $16,382+13.2% | $13,914+33.3% | $13,402+38.4% |