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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 | $227,291-79.6% | $214,702-78.4% | $155,188-70.1% |
| Participation rate | 83.3% | 88.0%-4.6pp | 87.5%-4.1pp | 80.8%+2.5pp |
| Annual return | 4.25% | 60.08%-55.8pp | 54.55%-50.3pp | 148.84%-144.6pp |
| Employer contribution / active EE | $2,782 | $6,772-58.9% | $6,461-56.9% | $4,248-34.5% |
| Participant deferral / active EE | $3,034 | $9,582-68.3% | $9,147-66.8% | $6,531-53.5% |
| Admin fee / account holder | $46,955 | $20,413+130.0% | $19,830+136.8% | $14,480+224.3% |