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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 | $40,930 | $201,344-79.7% | $184,243-77.8% | $145,877-71.9% |
| Participation rate | 73.3% | 87.5%-14.2pp | 86.8%-13.5pp | 80.3%-7.0pp |
| Annual return | 9.37% | 29.01%-19.6pp | 28.82%-19.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,980 | $7,022-71.8% | $6,427-69.2% | $4,663-57.5% |
| Participant deferral / active EE | $2,814 | $9,807-71.3% | $9,132-69.2% | $6,691-57.9% |
| Admin fee / account holder | $18,960 | $16,382+15.7% | $13,914+36.3% | $13,402+41.5% |