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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 | $58,576 | $185,312-68.4% | $161,489-63.7% | $154,746-62.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.55% | 103.84%-95.3pp | 89.72%-81.2pp | 172.34%-163.8pp |
| Employer contribution / active EE | $2,028 | $4,769-57.5% | $4,268-52.5% | $4,379-53.7% |
| Participant deferral / active EE | $796 | $6,350-87.5% | $5,630-85.9% | $6,730-88.2% |
| Admin fee / account holder | $17,007 | $18,654-8.8% | $16,006+6.3% | $14,365+18.4% |