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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 | $209,336-77.3% | $197,124-75.9% | $137,256-65.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.99% | 48.09%-42.1pp | 44.34%-38.4pp | 220.34%-214.4pp |
| Employer contribution / active EE | $4,278 | $6,591-35.1% | $6,227-31.3% | $4,156+2.9% |
| Participant deferral / active EE | $919 | $9,614-90.4% | $9,135-89.9% | $6,407-85.7% |
| Admin fee / account holder | $6,238 | $17,308-64.0% | $16,298-61.7% | $12,270-49.2% |