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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 | $81,673 | $223,823-63.5% | $211,142-61.3% | $154,746-47.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.00% | 50.39%-40.4pp | 46.84%-36.8pp | 172.34%-162.3pp |
| Employer contribution / active EE | $12,165 | $6,787+79.3% | $6,442+88.8% | $4,379+177.8% |
| Participant deferral / active EE | $2,823 | $9,750-71.0% | $9,284-69.6% | $6,730-58.1% |
| Admin fee / account holder | $4,705 | $19,707-76.1% | $19,076-75.3% | $14,365-67.3% |