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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 | $213,785-82.1% | $185,441-79.3% | $155,188-75.3% |
| Participation rate | 72.7% | 83.2%-10.5pp | 80.3%-7.5pp | 80.8%-8.1pp |
| Annual return | 5.59% | 19.97%-14.4pp | 20.16%-14.6pp | 148.84%-143.3pp |
| Employer contribution / active EE | $1,289 | $5,393-76.1% | $4,672-72.4% | $4,248-69.7% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $387 | $21,134-98.2% | $17,890-97.8% | $14,480-97.3% |