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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 | $29,889 | $201,372-85.2% | $184,260-83.8% | $145,884-79.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.19% | 29.04%-23.9pp | 28.84%-23.7pp | 551.85%-546.7pp |
| Employer contribution / active EE | $1,480 | $7,024-78.9% | $6,427-77.0% | $4,662-68.3% |
| Participant deferral / active EE | $2,960 | $9,808-69.8% | $9,133-67.6% | $6,690-55.8% |
| Admin fee / account holder | $2,190 | $16,362-86.6% | $13,898-84.2% | $13,392-83.6% |