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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 | $16,820 | $185,312-90.9% | $161,489-89.6% | $154,746-89.1% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 7.54% | 103.84%-96.3pp | 89.72%-82.2pp | 172.34%-164.8pp |
| Employer contribution / active EE | $1,465 | $4,769-69.3% | $4,268-65.7% | $4,379-66.6% |
| Participant deferral / active EE | $1,204 | $6,350-81.0% | $5,630-78.6% | $6,730-82.1% |
| Admin fee / account holder | $944 | $18,654-94.9% | $16,006-94.1% | $14,365-93.4% |