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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 | $181,062-85.5% | $158,223-83.4% | $155,188-83.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 79.2%+13.7pp | 80.8%+12.1pp |
| Annual return | 7.93% | 57.39%-49.5pp | 52.09%-44.2pp | 148.84%-140.9pp |
| Employer contribution / active EE | $2,697 | $4,565-40.9% | $4,109-34.4% | $4,248-36.5% |
| Participant deferral / active EE | $836 | $6,134-86.4% | $5,467-84.7% | $6,531-87.2% |
| Admin fee / account holder | $6,621 | $18,825-64.8% | $16,047-58.7% | $14,480-54.3% |