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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 | $15,752 | $174,379-91.0% | $152,093-89.6% | $138,895-88.7% |
| Participation rate | 78.9% | 81.6%-2.7pp | 77.8%+1.2pp | 79.9%-1.0pp |
| Annual return | 9.49% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $1,198 | $4,652-74.2% | $4,175-71.3% | $4,194-71.4% |
| Participant deferral / active EE | $1,340 | $6,159-78.2% | $5,451-75.4% | $6,396-79.1% |
| Admin fee / account holder | $3,194 | $16,880-81.1% | $14,497-78.0% | $12,562-74.6% |