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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 | $24,107 | $154,228-84.4% | $145,433-83.4% | $137,256-82.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.67% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,916 | $4,804-60.1% | $4,554-57.9% | $4,156-53.9% |
| Participant deferral / active EE | $2,272 | $8,216-72.4% | $7,897-71.2% | $6,407-64.5% |
| Admin fee / account holder | $15,379 | $14,344+7.2% | $13,129+17.1% | $12,270+25.3% |