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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 | $38,774 | $185,312-79.1% | $161,489-76.0% | $154,746-74.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.63% | 103.84%-95.2pp | 89.72%-81.1pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,372 | $4,769-71.2% | $4,268-67.8% | $4,379-68.7% |
| Participant deferral / active EE | $1,372 | $6,350-78.4% | $5,630-75.6% | $6,730-79.6% |
| Admin fee / account holder | $814 | $18,654-95.6% | $16,006-94.9% | $14,365-94.3% |