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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 | $20,101 | $107,666-81.3% | $102,184-80.3% | $154,746-87.0% |
| Participation rate | 90.5% | 83.7%+6.8pp | 82.6%+7.9pp | 80.7%+9.8pp |
| Annual return | 9.72% | 29.33%-19.6pp | 31.58%-21.9pp | 172.34%-162.6pp |
| Employer contribution / active EE | $3,401 | $3,846-11.6% | $3,594-5.4% | $4,379-22.3% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,009 | $12,943-92.2% | $11,609-91.3% | $14,365-93.0% |