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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 | $46,441 | $223,823-79.3% | $211,142-78.0% | $154,746-70.0% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 4.25% | 50.39%-46.1pp | 46.84%-42.6pp | 172.34%-168.1pp |
| Employer contribution / active EE | $2,782 | $6,787-59.0% | $6,442-56.8% | $4,379-36.5% |
| Participant deferral / active EE | $3,034 | $9,750-68.9% | $9,284-67.3% | $6,730-54.9% |
| Admin fee / account holder | $46,955 | $19,707+138.3% | $19,076+146.1% | $14,365+226.9% |