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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 | $97,289-79.3% | $92,805-78.3% | $155,188-87.0% |
| Participation rate | 90.5% | 84.2%+6.3pp | 83.5%+7.0pp | 80.8%+9.7pp |
| Annual return | 9.72% | 29.03%-19.3pp | 31.59%-21.9pp | 148.84%-139.1pp |
| Employer contribution / active EE | $3,401 | $3,632-6.4% | $3,424-0.7% | $4,248-19.9% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,009 | $12,015-91.6% | $10,911-90.7% | $14,480-93.0% |