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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 | $172,111-90.2% | $150,298-88.8% | $137,256-87.7% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 7.54% | 69.37%-61.8pp | 62.79%-55.2pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,465 | $4,636-68.4% | $4,154-64.7% | $4,156-64.8% |
| Participant deferral / active EE | $1,204 | $6,166-80.5% | $5,453-77.9% | $6,407-81.2% |
| Admin fee / account holder | $944 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |