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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 | $23,502 | $209,336-88.8% | $197,124-88.1% | $137,256-82.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.70% | 48.09%-40.4pp | 44.34%-36.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $2,028 | $6,591-69.2% | $6,227-67.4% | $4,156-51.2% |
| Participant deferral / active EE | $2,025 | $9,614-78.9% | $9,135-77.8% | $6,407-68.4% |
| Admin fee / account holder | $53,061 | $17,308+206.6% | $16,298+225.6% | $12,270+332.4% |