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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 | $103,300 | $78,197+32.1% | $98,090+5.3% | $82,637+25.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 8.65% | 40.25%-31.6pp | 37.05%-28.4pp | 53.51%-44.9pp |
| Employer contribution / active EE | $1,438 | $2,605-44.8% | $3,606-60.1% | $2,552-43.7% |
| Participant deferral / active EE | $2,451 | $6,636-63.1% | $7,845-68.8% | $4,126-40.6% |
| Admin fee / account holder | $20,618 | $14,832+39.0% | $11,815+74.5% | $7,339+180.9% |