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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 | $32,133 | $148,582-78.4% | $135,942-76.4% | $139,456-77.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.32% | 79.26%-69.9pp | 68.28%-59.0pp | 373.45%-364.1pp |
| Employer contribution / active EE | $1,025 | $5,245-80.5% | $4,858-78.9% | $4,753-78.4% |
| Participant deferral / active EE | $1,778 | $8,101-78.1% | $7,759-77.1% | $6,711-73.5% |
| Admin fee / account holder | $672 | $12,402-94.6% | $10,764-93.8% | $11,407-94.1% |