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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 | $44,149 | $154,228-71.4% | $145,433-69.6% | $137,256-67.8% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 11.99% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $878 | $4,804-81.7% | $4,554-80.7% | $4,156-78.9% |
| Participant deferral / active EE | $1,234 | $8,216-85.0% | $7,897-84.4% | $6,407-80.7% |
| Admin fee / account holder | $2,569 | $14,344-82.1% | $13,129-80.4% | $12,270-79.1% |