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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 | $32,226 | $212,386-84.8% | $199,883-83.9% | $138,895-76.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 6.65% | 47.75%-41.1pp | 43.81%-37.2pp | 145.39%-138.7pp |
| Employer contribution / active EE | $12,468 | $6,625+88.2% | $6,261+99.1% | $4,194+197.3% |
| Participant deferral / active EE | $1,200 | $9,617-87.5% | $9,138-86.9% | $6,396-81.2% |
| Admin fee / account holder | $36,518 | $18,233+100.3% | $17,268+111.5% | $12,562+190.7% |