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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 | $20,110 | $155,555-87.1% | $146,866-86.3% | $155,188-87.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 1.59% | 115.41%-113.8pp | 102.85%-101.3pp | 148.84%-147.2pp |
| Employer contribution / active EE | $13,967 | $4,647+200.6% | $4,425+215.7% | $4,248+228.8% |
| Participant deferral / active EE | $158 | $8,044-98.0% | $7,759-98.0% | $6,531-97.6% |
| Admin fee / account holder | $181,626 | $14,755+1130.9% | $13,620+1233.5% | $14,480+1154.3% |