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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 | $37,533 | $201,344-81.4% | $184,243-79.6% | $145,877-74.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.14% | 29.01%-20.9pp | 28.82%-20.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $4,386 | $7,022-37.6% | $6,427-31.8% | $4,663-6.0% |
| Participant deferral / active EE | $3,051 | $9,807-68.9% | $9,132-66.6% | $6,691-54.4% |
| Admin fee / account holder | $26,983 | $16,382+64.7% | $13,914+93.9% | $13,402+101.3% |