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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 | $25,591 | $174,379-85.3% | $152,093-83.2% | $138,895-81.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.74% | 74.86%-65.1pp | 66.36%-56.6pp | 145.39%-135.7pp |
| Employer contribution / active EE | $2,324 | $4,652-50.0% | $4,175-44.3% | $4,194-44.6% |
| Participant deferral / active EE | $158 | $6,159-97.4% | $5,451-97.1% | $6,396-97.5% |
| Admin fee / account holder | $489 | $16,880-97.1% | $14,497-96.6% | $12,562-96.1% |