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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 | $35,485 | $156,398-77.3% | $147,318-75.9% | $138,895-74.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.12% | 78.75%-69.6pp | 70.43%-61.3pp | 145.39%-136.3pp |
| Employer contribution / active EE | $1,585 | $4,853-67.3% | $4,593-65.5% | $4,194-62.2% |
| Participant deferral / active EE | $1,051 | $8,237-87.2% | $7,906-86.7% | $6,396-83.6% |
| Admin fee / account holder | $33,314 | $14,976+122.5% | $13,708+143.0% | $12,562+165.2% |