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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 | $41,638 | $185,312-77.5% | $161,489-74.2% | $154,746-73.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.83% | 103.84%-95.0pp | 89.72%-80.9pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,757 | $4,769-63.2% | $4,268-58.8% | $4,379-59.9% |
| Participant deferral / active EE | $160 | $6,350-97.5% | $5,630-97.2% | $6,730-97.6% |
| Admin fee / account holder | $537 | $18,654-97.1% | $16,006-96.6% | $14,365-96.3% |