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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 | $73,999 | $106,749-30.7% | $145,433-49.1% | $82,448-10.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 6.06% | 27.59%-21.5pp | 66.58%-60.5pp | 41.64%-35.6pp |
| Employer contribution / active EE | $6,330 | $3,444+83.8% | $4,554+39.0% | $2,551+148.1% |
| Participant deferral / active EE | $2,327 | $6,519-64.3% | $7,897-70.5% | $4,139-43.8% |
| Admin fee / account holder | $17,276 | $8,390+105.9% | $13,129+31.6% | $7,234+138.8% |