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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 | $181,062-90.7% | $158,223-89.4% | $155,188-89.2% |
| Participation rate | 93.8% | 82.7%+11.1pp | 79.2%+14.5pp | 80.8%+12.9pp |
| Annual return | 7.54% | 57.39%-49.8pp | 52.09%-44.5pp | 148.84%-141.3pp |
| Employer contribution / active EE | $1,465 | $4,565-67.9% | $4,109-64.4% | $4,248-65.5% |
| Participant deferral / active EE | $1,204 | $6,134-80.4% | $5,467-78.0% | $6,531-81.6% |
| Admin fee / account holder | $944 | $18,825-95.0% | $16,047-94.1% | $14,480-93.5% |