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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 | $17,438 | $102,609-83.0% | $98,090-82.2% | $138,895-87.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 12.39% | 36.44%-24.0pp | 37.05%-24.7pp | 145.39%-133.0pp |
| Employer contribution / active EE | $8,561 | $3,867+121.4% | $3,606+137.4% | $4,194+104.1% |
| Participant deferral / active EE | $1,100 | $8,167-86.5% | $7,845-86.0% | $6,396-82.8% |
| Admin fee / account holder | $10,568 | $11,434-7.6% | $11,815-10.6% | $12,562-15.9% |