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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 | $38,335 | $199,109-80.7% | $173,730-77.9% | $154,746-75.2% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.6%-6.8pp | 80.7%-8.0pp |
| Annual return | 5.59% | 20.02%-14.4pp | 19.96%-14.4pp | 172.34%-166.8pp |
| Employer contribution / active EE | $1,289 | $5,311-75.7% | $4,577-71.8% | $4,379-70.6% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $387 | $20,916-98.1% | $17,523-97.8% | $14,365-97.3% |