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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 | $45,304 | $223,823-79.8% | $211,142-78.5% | $154,746-70.7% |
| Participation rate | 77.8% | 87.9%-10.1pp | 87.3%-9.5pp | 80.7%-2.9pp |
| Annual return | 4.16% | 50.39%-46.2pp | 46.84%-42.7pp | 172.34%-168.2pp |
| Employer contribution / active EE | $2,758 | $6,787-59.4% | $6,442-57.2% | $4,379-37.0% |
| Participant deferral / active EE | $2,758 | $9,750-71.7% | $9,284-70.3% | $6,730-59.0% |
| Admin fee / account holder | $42,166 | $19,707+114.0% | $19,076+121.0% | $14,365+193.5% |