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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 | $69,396 | $185,312-62.6% | $161,489-57.0% | $154,746-55.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.99% | 103.84%-94.9pp | 89.72%-80.7pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2,778 | $4,769-41.8% | $4,268-34.9% | $4,379-36.6% |
| Participant deferral / active EE | $281 | $6,350-95.6% | $5,630-95.0% | $6,730-95.8% |
| Admin fee / account holder | $993 | $18,654-94.7% | $16,006-93.8% | $14,365-93.1% |