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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 | $28,110 | $155,555-81.9% | $146,866-80.9% | $155,188-81.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.12% | 115.41%-107.3pp | 102.85%-94.7pp | 148.84%-140.7pp |
| Employer contribution / active EE | $1,294 | $4,647-72.2% | $4,425-70.8% | $4,248-69.5% |
| Participant deferral / active EE | $2,305 | $8,044-71.3% | $7,759-70.3% | $6,531-64.7% |
| Admin fee / account holder | $2,010 | $14,755-86.4% | $13,620-85.2% | $14,480-86.1% |