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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 | $223,823-78.7% | $211,142-77.5% | $154,746-69.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 5.99% | 50.39%-44.4pp | 46.84%-40.8pp | 172.34%-166.3pp |
| Employer contribution / active EE | $4,278 | $6,787-37.0% | $6,442-33.6% | $4,379-2.3% |
| Participant deferral / active EE | $919 | $9,750-90.6% | $9,284-90.1% | $6,730-86.3% |
| Admin fee / account holder | $6,238 | $19,707-68.3% | $19,076-67.3% | $14,365-56.6% |