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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 | $201,264-66.0% | $184,185-62.8% | $145,978-53.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.31% | 29.00%-19.7pp | 28.81%-19.5pp | 550.52%-541.2pp |
| Employer contribution / active EE | $2,829 | $7,021-59.7% | $6,426-56.0% | $4,662-39.3% |
| Participant deferral / active EE | $2,530 | $9,806-74.2% | $9,132-72.3% | $6,690-62.2% |
| Admin fee / account holder | $18,546 | $16,376+13.3% | $13,909+33.3% | $13,400+38.4% |