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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 | $37,374 | $197,625-81.1% | $177,840-79.0% | $158,966-76.5% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 5.74% | 58.76%-53.0pp | 48.32%-42.6pp | 302.95%-297.2pp |
| Employer contribution / active EE | $1,660 | $6,698-75.2% | $5,919-72.0% | $4,762-65.2% |
| Participant deferral / active EE | $1,759 | $8,405-79.1% | $7,714-77.2% | $5,983-70.6% |
| Admin fee / account holder | $12,599 | $15,405-18.2% | $12,431+1.4% | $11,250+12.0% |