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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 | $212,386-84.0% | $199,883-83.0% | $138,895-75.6% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.8%+3.2pp | 79.9%+10.1pp |
| Annual return | 5.31% | 47.75%-42.4pp | 43.81%-38.5pp | 145.39%-140.1pp |
| Employer contribution / active EE | $2,841 | $6,625-57.1% | $6,261-54.6% | $4,194-32.3% |
| Participant deferral / active EE | $2,944 | $9,617-69.4% | $9,138-67.8% | $6,396-54.0% |
| Admin fee / account holder | $53,274 | $18,233+192.2% | $17,268+208.5% | $12,562+324.1% |