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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 | $47,509 | $156,398-69.6% | $147,318-67.8% | $138,895-65.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.17% | 78.75%-70.6pp | 70.43%-62.3pp | 145.39%-137.2pp |
| Employer contribution / active EE | $1,422 | $4,853-70.7% | $4,593-69.0% | $4,194-66.1% |
| Participant deferral / active EE | $417 | $8,237-94.9% | $7,906-94.7% | $6,396-93.5% |
| Admin fee / account holder | $716 | $14,976-95.2% | $13,708-94.8% | $12,562-94.3% |