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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 | $39,796 | $154,228-74.2% | $145,433-72.6% | $137,256-71.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.79% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $4,843 | $4,804+0.8% | $4,554+6.3% | $4,156+16.5% |
| Participant deferral / active EE | $2,400 | $8,216-70.8% | $7,897-69.6% | $6,407-62.5% |
| Admin fee / account holder | $340 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |