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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 | $43,457 | $154,228-71.8% | $145,433-70.1% | $137,256-68.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.17% | 74.59%-66.4pp | 66.58%-58.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,338 | $4,804-72.2% | $4,554-70.6% | $4,156-67.8% |
| Participant deferral / active EE | $1,338 | $8,216-83.7% | $7,897-83.1% | $6,407-79.1% |
| Admin fee / account holder | $7,157 | $14,344-50.1% | $13,129-45.5% | $12,270-41.7% |