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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 | $35,606 | $183,539-80.6% | $155,556-77.1% | $145,897-75.6% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 8.01% | 61.31%-53.3pp | 64.84%-56.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,795 | $5,315-66.2% | $4,675-61.6% | $4,663-61.5% |
| Participant deferral / active EE | $1,016 | $6,467-84.3% | $5,631-82.0% | $6,689-84.8% |
| Admin fee / account holder | $393 | $19,275-98.0% | $15,885-97.5% | $13,390-97.1% |