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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 | $29,889 | $201,264-85.1% | $184,185-83.8% | $145,978-79.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.19% | 29.00%-23.8pp | 28.81%-23.6pp | 550.52%-545.3pp |
| Employer contribution / active EE | $1,480 | $7,021-78.9% | $6,426-77.0% | $4,662-68.3% |
| Participant deferral / active EE | $2,960 | $9,806-69.8% | $9,132-67.6% | $6,690-55.8% |
| Admin fee / account holder | $2,190 | $16,376-86.6% | $13,909-84.3% | $13,400-83.7% |