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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 | $106,864-30.8% | $147,318-49.8% | $82,637-10.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 6.06% | 27.49%-21.4pp | 70.43%-64.4pp | 53.51%-47.4pp |
| Employer contribution / active EE | $6,330 | $3,417+85.3% | $4,593+37.8% | $2,552+148.0% |
| Participant deferral / active EE | $2,327 | $6,496-64.2% | $7,906-70.6% | $4,126-43.6% |
| Admin fee / account holder | $17,276 | $8,415+105.3% | $13,708+26.0% | $7,339+135.4% |