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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 | $31,819 | $209,336-84.8% | $197,124-83.9% | $137,256-76.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.96% | 48.09%-38.1pp | 44.34%-34.4pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,266 | $6,591-65.6% | $6,227-63.6% | $4,156-45.5% |
| Participant deferral / active EE | $228 | $9,614-97.6% | $9,135-97.5% | $6,407-96.4% |
| Admin fee / account holder | $604 | $17,308-96.5% | $16,298-96.3% | $12,270-95.1% |