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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 | $17,553 | $154,228-88.6% | $145,433-87.9% | $137,256-87.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.61% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,119 | $4,804-76.7% | $4,554-75.4% | $4,156-73.1% |
| Participant deferral / active EE | $623 | $8,216-92.4% | $7,897-92.1% | $6,407-90.3% |
| Admin fee / account holder | $8,777 | $14,344-38.8% | $13,129-33.1% | $12,270-28.5% |