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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 | $73,623 | $154,228-52.3% | $145,433-49.4% | $137,256-46.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.09% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $6,750 | $4,804+40.5% | $4,554+48.2% | $4,156+62.4% |
| Participant deferral / active EE | $2,200 | $8,216-73.2% | $7,897-72.1% | $6,407-65.7% |
| Admin fee / account holder | $375 | $14,344-97.4% | $13,129-97.1% | $12,270-96.9% |