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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 | $53,378 | $209,336-74.5% | $197,124-72.9% | $137,256-61.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.63% | 48.09%-42.5pp | 44.34%-38.7pp | 220.34%-214.7pp |
| Employer contribution / active EE | $13,882 | $6,591+110.6% | $6,227+122.9% | $4,156+234.0% |
| Participant deferral / active EE | $1,879 | $9,614-80.5% | $9,135-79.4% | $6,407-70.7% |
| Admin fee / account holder | $30,029 | $17,308+73.5% | $16,298+84.2% | $12,270+144.7% |