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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 | $102,609-51.9% | $98,090-49.7% | $138,895-64.5% |
| Participation rate | 88.9% | 82.8%+6.1pp | 81.5%+7.3pp | 79.9%+9.0pp |
| Annual return | 10.91% | 36.44%-25.5pp | 37.05%-26.1pp | 145.39%-134.5pp |
| Employer contribution / active EE | $311 | $3,867-91.9% | $3,606-91.4% | $4,194-92.6% |
| Participant deferral / active EE | $1,531 | $8,167-81.3% | $7,845-80.5% | $6,396-76.1% |
| Admin fee / account holder | $21,668 | $11,434+89.5% | $11,815+83.4% | $12,562+72.5% |