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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 | $28,196 | $148,629-81.0% | $135,982-79.3% | $139,487-79.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 10.51% | 79.33%-68.8pp | 68.32%-57.8pp | 373.84%-363.3pp |
| Employer contribution / active EE | $1,752 | $5,247-66.6% | $4,859-63.9% | $4,755-63.1% |
| Participant deferral / active EE | $2,193 | $8,102-72.9% | $7,760-71.7% | $6,713-67.3% |
| Admin fee / account holder | $1,246 | $12,406-90.0% | $10,767-88.4% | $11,407-89.1% |