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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 | $60,070 | $157,296-61.8% | $141,191-57.5% | $152,897-60.7% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 6.86% | 64.34%-57.5pp | 71.41%-64.5pp | 345.43%-338.6pp |
| Employer contribution / active EE | $6,755 | $5,262+28.4% | $4,736+42.6% | $4,764+41.8% |
| Participant deferral / active EE | $122 | $7,111-98.3% | $6,710-98.2% | $5,851-97.9% |
| Admin fee / account holder | $1,342 | $12,125-88.9% | $10,264-86.9% | $11,599-88.4% |