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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 | $43,226 | $201,372-78.5% | $184,260-76.5% | $145,884-70.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.03% | 29.04%-21.0pp | 28.84%-20.8pp | 551.85%-543.8pp |
| Employer contribution / active EE | $4,510 | $7,024-35.8% | $6,427-29.8% | $4,662-3.3% |
| Participant deferral / active EE | $2,076 | $9,808-78.8% | $9,133-77.3% | $6,690-69.0% |
| Admin fee / account holder | $1,835 | $16,362-88.8% | $13,898-86.8% | $13,392-86.3% |