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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 | $48,944 | $157,276-68.9% | $141,177-65.3% | $152,885-68.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.56% | 64.33%-52.8pp | 71.40%-59.8pp | 345.39%-333.8pp |
| Employer contribution / active EE | $1,911 | $5,262-63.7% | $4,736-59.6% | $4,763-59.9% |
| Participant deferral / active EE | $1,319 | $7,110-81.4% | $6,710-80.3% | $5,851-77.5% |
| Admin fee / account holder | $11,781 | $12,123-2.8% | $10,263+14.8% | $11,598+1.6% |