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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 | $94,589 | $209,336-54.8% | $197,124-52.0% | $137,256-31.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.41% | 48.09%-40.7pp | 44.34%-36.9pp | 220.34%-212.9pp |
| Employer contribution / active EE | $4,089 | $6,591-38.0% | $6,227-34.3% | $4,156-1.6% |
| Participant deferral / active EE | $915 | $9,614-90.5% | $9,135-90.0% | $6,407-85.7% |
| Admin fee / account holder | $525 | $17,308-97.0% | $16,298-96.8% | $12,270-95.7% |