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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 | $172,111-84.7% | $150,298-82.5% | $137,256-80.8% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 7.93% | 69.37%-61.4pp | 62.79%-54.9pp | 220.34%-212.4pp |
| Employer contribution / active EE | $2,697 | $4,636-41.8% | $4,154-35.1% | $4,156-35.1% |
| Participant deferral / active EE | $836 | $6,166-86.4% | $5,453-84.7% | $6,407-86.9% |
| Admin fee / account holder | $6,621 | $16,471-59.8% | $14,116-53.1% | $12,270-46.0% |