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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 | $37,526 | $209,336-82.1% | $197,124-81.0% | $137,256-72.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.79% | 48.09%-37.3pp | 44.34%-33.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $4,966 | $6,591-24.7% | $6,227-20.3% | $4,156+19.5% |
| Participant deferral / active EE | $1,536 | $9,614-84.0% | $9,135-83.2% | $6,407-76.0% |
| Admin fee / account holder | $20,718 | $17,308+19.7% | $16,298+27.1% | $12,270+68.8% |