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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 | $26,321 | $174,379-84.9% | $152,093-82.7% | $138,895-81.0% |
| Participation rate | 92.9% | 81.6%+11.2pp | 77.8%+15.1pp | 79.9%+12.9pp |
| Annual return | 7.93% | 74.86%-66.9pp | 66.36%-58.4pp | 145.39%-137.5pp |
| Employer contribution / active EE | $2,697 | $4,652-42.0% | $4,175-35.4% | $4,194-35.7% |
| Participant deferral / active EE | $836 | $6,159-86.4% | $5,451-84.7% | $6,396-86.9% |
| Admin fee / account holder | $6,621 | $16,880-60.8% | $14,497-54.3% | $12,562-47.3% |