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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 | $26,421 | $178,174-85.2% | $156,181-83.1% | $137,256-80.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 5.34% | 84.19%-78.8pp | 64.87%-59.5pp | 220.34%-215.0pp |
| Employer contribution / active EE | $1,210 | $4,972-75.7% | $4,294-71.8% | $4,156-70.9% |
| Participant deferral / active EE | $1,721 | $6,888-75.0% | $6,132-71.9% | $6,407-73.1% |
| Admin fee / account holder | $2,904 | $17,404-83.3% | $14,586-80.1% | $12,270-76.3% |