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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 | $212,386-74.4% | $199,883-72.8% | $138,895-60.9% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 3.95% | 47.75%-43.8pp | 43.81%-39.9pp | 145.39%-141.4pp |
| Employer contribution / active EE | $1,838 | $6,625-72.3% | $6,261-70.6% | $4,194-56.2% |
| Participant deferral / active EE | $568 | $9,617-94.1% | $9,138-93.8% | $6,396-91.1% |
| Admin fee / account holder | $714 | $18,233-96.1% | $17,268-95.9% | $12,562-94.3% |