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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 | $22,539 | $154,228-85.4% | $145,433-84.5% | $137,256-83.6% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 9.97% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $981 | $4,804-79.6% | $4,554-78.5% | $4,156-76.4% |
| Participant deferral / active EE | $2,370 | $8,216-71.2% | $7,897-70.0% | $6,407-63.0% |
| Admin fee / account holder | $13,772 | $14,344-4.0% | $13,129+4.9% | $12,270+12.2% |