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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 | $47,565 | $227,291-79.1% | $214,702-77.8% | $155,188-69.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 5.99% | 60.08%-54.1pp | 54.55%-48.6pp | 148.84%-142.8pp |
| Employer contribution / active EE | $4,278 | $6,772-36.8% | $6,461-33.8% | $4,248+0.7% |
| Participant deferral / active EE | $919 | $9,582-90.4% | $9,147-90.0% | $6,531-85.9% |
| Admin fee / account holder | $6,238 | $20,413-69.4% | $19,830-68.5% | $14,480-56.9% |