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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 | $33,586 | $185,905-81.9% | $170,057-80.3% | $139,487-75.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.16% | 60.56%-53.4pp | 53.42%-46.3pp | 373.84%-366.7pp |
| Employer contribution / active EE | $2,978 | $7,597-60.8% | $6,790-56.1% | $4,755-37.4% |
| Participant deferral / active EE | $1,710 | $11,627-85.3% | $10,411-83.6% | $6,713-74.5% |
| Admin fee / account holder | $6,976 | $15,397-54.7% | $12,826-45.6% | $11,407-38.8% |