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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 | $44,506 | $185,312-76.0% | $161,489-72.4% | $154,746-71.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 4.13% | 103.84%-99.7pp | 89.72%-85.6pp | 172.34%-168.2pp |
| Employer contribution / active EE | $7,589 | $4,769+59.1% | $4,268+77.8% | $4,379+73.3% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $81,336 | $18,654+336.0% | $16,006+408.2% | $14,365+466.2% |