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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 | $100,970-51.1% | $96,576-48.9% | $137,256-64.1% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 10.91% | 38.16%-27.3pp | 38.47%-27.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $311 | $3,809-91.8% | $3,553-91.2% | $4,156-92.5% |
| Participant deferral / active EE | $1,531 | $8,286-81.5% | $7,956-80.8% | $6,407-76.1% |
| Admin fee / account holder | $21,668 | $11,312+91.6% | $11,381+90.4% | $12,270+76.6% |