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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 | $31,031 | $118,496-73.8% | $98,461-68.5% | $139,466-77.8% |
| Participation rate | 93.3% | 77.5%+15.9pp | 75.2%+18.2pp | 80.3%+13.0pp |
| Annual return | 4.41% | 18.96%-14.6pp | 21.17%-16.8pp | 373.66%-369.3pp |
| Employer contribution / active EE | $997 | $3,611-72.4% | $3,049-67.3% | $4,754-79.0% |
| Participant deferral / active EE | $1,407 | $5,393-73.9% | $4,738-70.3% | $6,712-79.0% |
| Admin fee / account holder | $401 | $14,056-97.1% | $8,961-95.5% | $11,409-96.5% |