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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 | $53,994 | $172,111-68.6% | $150,298-64.1% | $137,256-60.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 10.34% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $5,792 | $4,636+24.9% | $4,154+39.4% | $4,156+39.4% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $408 | $16,471-97.5% | $14,116-97.1% | $12,270-96.7% |