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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 | $110,110 | $201,370-45.3% | $184,256-40.2% | $145,897-24.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.92% | 29.05%-22.1pp | 28.85%-21.9pp | 552.29%-545.4pp |
| Employer contribution / active EE | $4,523 | $7,024-35.6% | $6,427-29.6% | $4,663-3.0% |
| Participant deferral / active EE | $1,875 | $9,808-80.9% | $9,133-79.5% | $6,689-72.0% |
| Admin fee / account holder | $1,574 | $16,364-90.4% | $13,899-88.7% | $13,390-88.2% |