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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 | $43,870 | $162,136-72.9% | $152,301-71.2% | $154,746-71.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.66% | 91.02%-80.4pp | 80.50%-69.8pp | 172.34%-161.7pp |
| Employer contribution / active EE | $1,014 | $4,890-79.3% | $4,624-78.1% | $4,379-76.8% |
| Participant deferral / active EE | $1,032 | $8,341-87.6% | $8,004-87.1% | $6,730-84.7% |
| Admin fee / account holder | $17,155 | $15,759+8.9% | $14,398+19.2% | $14,365+19.4% |