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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 | $36,755 | $134,817-72.7% | $123,973-70.4% | $155,188-76.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 7.70% | 515.49%-507.8pp | 388.13%-380.4pp | 148.84%-141.1pp |
| Employer contribution / active EE | $3,370 | $4,425-23.8% | $4,126-18.3% | $4,248-20.7% |
| Participant deferral / active EE | $583 | $5,706-89.8% | $5,247-88.9% | $6,531-91.1% |
| Admin fee / account holder | $1,756 | $13,245-86.7% | $11,799-85.1% | $14,480-87.9% |