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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 | $201,370-81.4% | $184,256-79.6% | $145,897-74.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.14% | 29.05%-20.9pp | 28.85%-20.7pp | 552.29%-544.2pp |
| Employer contribution / active EE | $4,386 | $7,024-37.6% | $6,427-31.8% | $4,663-5.9% |
| Participant deferral / active EE | $3,051 | $9,808-68.9% | $9,133-66.6% | $6,689-54.4% |
| Admin fee / account holder | $26,983 | $16,364+64.9% | $13,899+94.1% | $13,390+101.5% |