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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 | $33,884 | $223,823-84.9% | $211,142-84.0% | $154,746-78.1% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.3%+2.7pp | 80.7%+9.3pp |
| Annual return | 5.31% | 50.39%-45.1pp | 46.84%-41.5pp | 172.34%-167.0pp |
| Employer contribution / active EE | $2,841 | $6,787-58.1% | $6,442-55.9% | $4,379-35.1% |
| Participant deferral / active EE | $2,944 | $9,750-69.8% | $9,284-68.3% | $6,730-56.3% |
| Admin fee / account holder | $53,274 | $19,707+170.3% | $19,076+179.3% | $14,365+270.9% |