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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 | $91,649 | $201,344-54.5% | $184,243-50.3% | $145,877-37.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.42% | 29.01%-23.6pp | 28.82%-23.4pp | 551.28%-545.9pp |
| Employer contribution / active EE | $4,382 | $7,022-37.6% | $6,427-31.8% | $4,663-6.0% |
| Participant deferral / active EE | $3,036 | $9,807-69.0% | $9,132-66.8% | $6,691-54.6% |
| Admin fee / account holder | $471 | $16,382-97.1% | $13,914-96.6% | $13,402-96.5% |