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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 | $89,459 | $100,970-11.4% | $96,576-7.4% | $137,256-34.8% |
| Participation rate | 92.3% | 82.6%+9.7pp | 81.4%+10.9pp | 80.0%+12.3pp |
| Annual return | 10.67% | 38.16%-27.5pp | 38.47%-27.8pp | 220.34%-209.7pp |
| Employer contribution / active EE | $310 | $3,809-91.9% | $3,553-91.3% | $4,156-92.5% |
| Participant deferral / active EE | $2,055 | $8,286-75.2% | $7,956-74.2% | $6,407-67.9% |
| Admin fee / account holder | $10,510 | $11,312-7.1% | $11,381-7.6% | $12,270-14.3% |