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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 | $23,521 | $156,398-85.0% | $147,318-84.0% | $138,895-83.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.16% | 78.75%-68.6pp | 70.43%-60.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $4,237 | $4,853-12.7% | $4,593-7.7% | $4,194+1.0% |
| Participant deferral / active EE | $704 | $8,237-91.5% | $7,906-91.1% | $6,396-89.0% |
| Admin fee / account holder | $333 | $14,976-97.8% | $13,708-97.6% | $12,562-97.4% |