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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 | $35,456 | $183,592-80.7% | $155,567-77.2% | $145,959-75.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.27% | 61.24%-53.0pp | 64.74%-56.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,693 | $5,315-68.1% | $4,674-63.8% | $4,661-63.7% |
| Participant deferral / active EE | $825 | $6,464-87.2% | $5,628-85.3% | $6,689-87.7% |
| Admin fee / account holder | $1,098 | $19,318-94.3% | $15,916-93.1% | $13,398-91.8% |