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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 | $34,943 | $201,370-82.6% | $184,256-81.0% | $145,897-76.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 4.48% | 29.05%-24.6pp | 28.85%-24.4pp | 552.29%-547.8pp |
| Employer contribution / active EE | $1,524 | $7,024-78.3% | $6,427-76.3% | $4,663-67.3% |
| Participant deferral / active EE | $1,957 | $9,808-80.1% | $9,133-78.6% | $6,689-70.8% |
| Admin fee / account holder | $9,304 | $16,364-43.1% | $13,899-33.1% | $13,390-30.5% |