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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 | $24,965 | $176,077-85.8% | $159,455-84.3% | $167,518-85.1% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 8.99% | 331.83%-322.8pp | 263.63%-254.6pp | 478.71%-469.7pp |
| Employer contribution / active EE | $1,070 | $5,298-79.8% | $4,830-77.9% | $4,838-77.9% |
| Participant deferral / active EE | $1,543 | $7,751-80.1% | $7,353-79.0% | $6,342-75.7% |
| Admin fee / account holder | $5,390 | $12,556-57.1% | $10,800-50.1% | $12,312-56.2% |