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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 | $32,771 | $201,372-83.7% | $184,260-82.2% | $145,884-77.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.51% | 29.04%-25.5pp | 28.84%-25.3pp | 551.85%-548.3pp |
| Employer contribution / active EE | $2,928 | $7,024-58.3% | $6,427-54.5% | $4,662-37.2% |
| Participant deferral / active EE | $2,435 | $9,808-75.2% | $9,133-73.3% | $6,690-63.6% |
| Admin fee / account holder | $46,172 | $16,362+182.2% | $13,898+232.2% | $13,392+244.8% |