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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 | $16,316 | $156,398-89.6% | $147,318-88.9% | $138,895-88.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.36% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,477 | $4,853-69.6% | $4,593-67.8% | $4,194-64.8% |
| Participant deferral / active EE | $2,424 | $8,237-70.6% | $7,906-69.3% | $6,396-62.1% |
| Admin fee / account holder | $3,673 | $14,976-75.5% | $13,708-73.2% | $12,562-70.8% |