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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 | $32,021 | $209,336-84.7% | $197,124-83.8% | $137,256-76.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.71% | 48.09%-38.4pp | 44.34%-34.6pp | 220.34%-210.6pp |
| Employer contribution / active EE | $14,580 | $6,591+121.2% | $6,227+134.1% | $4,156+250.8% |
| Participant deferral / active EE | $2,500 | $9,614-74.0% | $9,135-72.6% | $6,407-61.0% |
| Admin fee / account holder | $19,673 | $17,308+13.7% | $16,298+20.7% | $12,270+60.3% |