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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 | $34,823 | $103,966-66.5% | $112,899-69.2% | $75,173-53.7% |
| Participation rate | 97.7% | 75.7%+22.0pp | 80.5%+17.2pp | 67.2%+30.5pp |
| Annual return | 9.57% | 24.54%-15.0pp | 34.11%-24.5pp | 160.72%-151.1pp |
| Employer contribution / active EE | $1,100 | $3,870-71.6% | $4,566-75.9% | $2,671-58.8% |
| Participant deferral / active EE | $581 | $5,456-89.4% | $6,516-91.1% | $4,126-85.9% |
| Admin fee / account holder | $842 | $7,663-89.0% | $7,047-88.1% | $5,651-85.1% |