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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 | $40,391 | $172,111-76.5% | $150,298-73.1% | $137,256-70.6% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 9.87% | 69.37%-59.5pp | 62.79%-52.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $5,830 | $4,636+25.8% | $4,154+40.3% | $4,156+40.3% |
| Participant deferral / active EE | $980 | $6,166-84.1% | $5,453-82.0% | $6,407-84.7% |
| Admin fee / account holder | $6,982 | $16,471-57.6% | $14,116-50.5% | $12,270-43.1% |