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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 | $50,419 | $201,370-75.0% | $184,256-72.6% | $145,897-65.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.22% | 29.05%-22.8pp | 28.85%-22.6pp | 552.29%-546.1pp |
| Employer contribution / active EE | $2,603 | $7,024-62.9% | $6,427-59.5% | $4,663-44.2% |
| Participant deferral / active EE | $2,690 | $9,808-72.6% | $9,133-70.5% | $6,689-59.8% |
| Admin fee / account holder | $18,367 | $16,364+12.2% | $13,899+32.1% | $13,390+37.2% |