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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 | $19,346 | $111,814-82.7% | $103,378-81.3% | $145,978-86.7% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 8.93% | 24.80%-15.9pp | 24.91%-16.0pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,170 | $4,215-72.2% | $3,870-69.8% | $4,662-74.9% |
| Participant deferral / active EE | $1,432 | $5,618-74.5% | $5,058-71.7% | $6,690-78.6% |
| Admin fee / account holder | $451 | $9,764-95.4% | $8,401-94.6% | $13,400-96.6% |