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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 | $29,998 | $201,370-85.1% | $184,256-83.7% | $145,897-79.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.43% | 29.05%-23.6pp | 28.85%-23.4pp | 552.29%-546.9pp |
| Employer contribution / active EE | $4,130 | $7,024-41.2% | $6,427-35.7% | $4,663-11.4% |
| Participant deferral / active EE | $1,871 | $9,808-80.9% | $9,133-79.5% | $6,689-72.0% |
| Admin fee / account holder | $4,330 | $16,364-73.5% | $13,899-68.8% | $13,390-67.7% |