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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 | $67,033 | $201,372-66.7% | $184,260-63.6% | $145,884-54.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.24% | 29.04%-20.8pp | 28.84%-20.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,470 | $7,024-64.8% | $6,427-61.6% | $4,662-47.0% |
| Participant deferral / active EE | $3,005 | $9,808-69.4% | $9,133-67.1% | $6,690-55.1% |
| Admin fee / account holder | $17,195 | $16,362+5.1% | $13,898+23.7% | $13,392+28.4% |