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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 | $49,338 | $107,666-54.2% | $102,184-51.7% | $154,746-68.1% |
| Participation rate | 88.9% | 83.7%+5.2pp | 82.6%+6.3pp | 80.7%+8.2pp |
| Annual return | 10.91% | 29.33%-18.4pp | 31.58%-20.7pp | 172.34%-161.4pp |
| Employer contribution / active EE | $311 | $3,846-91.9% | $3,594-91.3% | $4,379-92.9% |
| Participant deferral / active EE | $1,531 | $8,719-82.4% | $8,309-81.6% | $6,730-77.3% |
| Admin fee / account holder | $21,668 | $12,943+67.4% | $11,609+86.7% | $14,365+50.8% |