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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 | $33,925 | $124,213-72.7% | $118,106-71.3% | $154,746-78.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 9.62% | 18.29%-8.7pp | 19.44%-9.8pp | 172.34%-162.7pp |
| Employer contribution / active EE | $3,293 | $4,905-32.9% | $4,698-29.9% | $4,379-24.8% |
| Participant deferral / active EE | $1,704 | $6,859-75.2% | $6,619-74.3% | $6,730-74.7% |
| Admin fee / account holder | $39,689 | $9,627+312.3% | $8,973+342.3% | $14,365+176.3% |