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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 | $54,282 | $209,336-74.1% | $197,124-72.5% | $137,256-60.5% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 3.95% | 48.09%-44.1pp | 44.34%-40.4pp | 220.34%-216.4pp |
| Employer contribution / active EE | $1,838 | $6,591-72.1% | $6,227-70.5% | $4,156-55.8% |
| Participant deferral / active EE | $568 | $9,614-94.1% | $9,135-93.8% | $6,407-91.1% |
| Admin fee / account holder | $714 | $17,308-95.9% | $16,298-95.6% | $12,270-94.2% |