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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 | $37,462 | $223,823-83.3% | $211,142-82.3% | $154,746-75.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.36% | 50.39%-42.0pp | 46.84%-38.5pp | 172.34%-164.0pp |
| Employer contribution / active EE | $1,753 | $6,787-74.2% | $6,442-72.8% | $4,379-60.0% |
| Participant deferral / active EE | $1,188 | $9,750-87.8% | $9,284-87.2% | $6,730-82.4% |
| Admin fee / account holder | $314 | $19,707-98.4% | $19,076-98.4% | $14,365-97.8% |