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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 | $54,433 | $201,344-73.0% | $184,243-70.5% | $145,877-62.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.31% | 29.01%-26.7pp | 28.82%-26.5pp | 551.28%-549.0pp |
| Employer contribution / active EE | $2,400 | $7,022-65.8% | $6,427-62.7% | $4,663-48.5% |
| Participant deferral / active EE | $2,625 | $9,807-73.2% | $9,132-71.3% | $6,691-60.8% |
| Admin fee / account holder | $20,407 | $16,382+24.6% | $13,914+46.7% | $13,402+52.3% |