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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 | $22,213 | $185,312-88.0% | $161,489-86.2% | $154,746-85.6% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 7.70% | 103.84%-96.1pp | 89.72%-82.0pp | 172.34%-164.6pp |
| Employer contribution / active EE | $1,901 | $4,769-60.1% | $4,268-55.5% | $4,379-56.6% |
| Participant deferral / active EE | $738 | $6,350-88.4% | $5,630-86.9% | $6,730-89.0% |
| Admin fee / account holder | $13,841 | $18,654-25.8% | $16,006-13.5% | $14,365-3.6% |