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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 | $62,886 | $223,823-71.9% | $211,142-70.2% | $154,746-59.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 1.53% | 50.39%-48.9pp | 46.84%-45.3pp | 172.34%-170.8pp |
| Employer contribution / active EE | $3,872 | $6,787-43.0% | $6,442-39.9% | $4,379-11.6% |
| Participant deferral / active EE | $1,849 | $9,750-81.0% | $9,284-80.1% | $6,730-72.5% |
| Admin fee / account holder | $22,723 | $19,707+15.3% | $19,076+19.1% | $14,365+58.2% |