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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 | $38,493 | $106,247-63.8% | $96,515-60.1% | $139,466-72.4% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 6.50% | 38.47%-32.0pp | 35.73%-29.2pp | 373.66%-367.2pp |
| Employer contribution / active EE | $946 | $4,106-77.0% | $3,740-74.7% | $4,754-80.1% |
| Participant deferral / active EE | $1,341 | $5,456-75.4% | $4,880-72.5% | $6,712-80.0% |
| Admin fee / account holder | $1,148 | $7,885-85.4% | $6,735-82.9% | $11,409-89.9% |