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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 | $22,899 | $165,399-86.2% | $149,745-84.7% | $158,982-85.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 4.17% | 348.34%-344.2pp | 276.72%-272.6pp | 302.99%-298.8pp |
| Employer contribution / active EE | $965 | $5,105-81.1% | $4,646-79.2% | $4,763-79.7% |
| Participant deferral / active EE | $1,328 | $7,183-81.5% | $6,843-80.6% | $5,983-77.8% |
| Admin fee / account holder | $8,433 | $10,811-22.0% | $9,312-9.4% | $11,252-25.1% |