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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 | $44,099 | $201,370-78.1% | $184,256-76.1% | $145,897-69.8% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 9.28% | 29.05%-19.8pp | 28.85%-19.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,786 | $7,024-74.6% | $6,427-72.2% | $4,663-61.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $648 | $16,364-96.0% | $13,899-95.3% | $13,390-95.2% |