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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 | $36,711 | $100,970-63.6% | $96,576-62.0% | $137,256-73.3% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 12.57% | 38.16%-25.6pp | 38.47%-25.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $6,689 | $3,809+75.6% | $3,553+88.2% | $4,156+60.9% |
| Participant deferral / active EE | $991 | $8,286-88.0% | $7,956-87.5% | $6,407-84.5% |
| Admin fee / account holder | $558 | $11,312-95.1% | $11,381-95.1% | $12,270-95.5% |