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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 | $122,923 | $201,264-38.9% | $184,185-33.3% | $145,978-15.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.87% | 29.00%-23.1pp | 28.81%-22.9pp | 550.52%-544.7pp |
| Employer contribution / active EE | $9,805 | $7,021+39.7% | $6,426+52.6% | $4,662+110.3% |
| Participant deferral / active EE | $2,226 | $9,806-77.3% | $9,132-75.6% | $6,690-66.7% |
| Admin fee / account holder | $4,831 | $16,376-70.5% | $13,909-65.3% | $13,400-63.9% |