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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 | $69,547 | $185,905-62.6% | $170,057-59.1% | $139,487-50.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.85% | 60.56%-49.7pp | 53.42%-42.6pp | 373.84%-363.0pp |
| Employer contribution / active EE | $3,507 | $7,597-53.8% | $6,790-48.4% | $4,755-26.2% |
| Participant deferral / active EE | $2,041 | $11,627-82.4% | $10,411-80.4% | $6,713-69.6% |
| Admin fee / account holder | $25,778 | $15,397+67.4% | $12,826+101.0% | $11,407+126.0% |