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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 | $33,389 | $183,627-81.8% | $155,602-78.5% | $145,978-77.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 8.60% | 61.32%-52.7pp | 64.81%-56.2pp | 550.52%-541.9pp |
| Employer contribution / active EE | $2,745 | $5,316-48.4% | $4,675-41.3% | $4,662-41.1% |
| Participant deferral / active EE | $486 | $6,466-92.5% | $5,629-91.4% | $6,690-92.7% |
| Admin fee / account holder | $379 | $19,327-98.0% | $15,923-97.6% | $13,400-97.2% |