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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 | $65,798 | $201,372-67.3% | $184,260-64.3% | $145,884-54.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.33% | 29.04%-19.7pp | 28.84%-19.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $4,048 | $7,024-42.4% | $6,427-37.0% | $4,662-13.2% |
| Participant deferral / active EE | $2,175 | $9,808-77.8% | $9,133-76.2% | $6,690-67.5% |
| Admin fee / account holder | $7,763 | $16,362-52.6% | $13,898-44.1% | $13,392-42.0% |