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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 | $27,110 | $209,336-87.0% | $197,124-86.2% | $137,256-80.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.02% | 48.09%-42.1pp | 44.34%-38.3pp | 220.34%-214.3pp |
| Employer contribution / active EE | $8,646 | $6,591+31.2% | $6,227+38.8% | $4,156+108.0% |
| Participant deferral / active EE | $120 | $9,614-98.8% | $9,135-98.7% | $6,407-98.1% |
| Admin fee / account holder | $12,702 | $17,308-26.6% | $16,298-22.1% | $12,270+3.5% |