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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 | $18,947 | $174,379-89.1% | $152,093-87.5% | $138,895-86.4% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 5.19% | 74.86%-69.7pp | 66.36%-61.2pp | 145.39%-140.2pp |
| Employer contribution / active EE | $1,303 | $4,652-72.0% | $4,175-68.8% | $4,194-68.9% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,894 | $16,880-88.8% | $14,497-86.9% | $12,562-84.9% |