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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 | $22,688 | $139,948-83.8% | $121,663-81.4% | $154,746-85.3% |
| Participation rate | 95.7% | 78.0%+17.6pp | 74.5%+21.2pp | 80.7%+15.0pp |
| Annual return | 5.88% | 230.52%-224.6pp | 147.54%-141.7pp | 172.34%-166.5pp |
| Employer contribution / active EE | $3,527 | $3,521+0.2% | $3,020+16.8% | $4,379-19.5% |
| Participant deferral / active EE | $1,656 | $5,629-70.6% | $4,887-66.1% | $6,730-75.4% |
| Admin fee / account holder | $14,755 | $17,321-14.8% | $14,289+3.3% | $14,365+2.7% |