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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 | $26,198 | $228,352-88.5% | $185,835-85.9% | $158,966-83.5% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | 3.84% | 40.81%-37.0pp | 35.96%-32.1pp | 302.95%-299.1pp |
| Employer contribution / active EE | $2,732 | $4,967-45.0% | $4,087-33.2% | $4,762-42.6% |
| Participant deferral / active EE | $1,078 | $6,416-83.2% | $5,633-80.9% | $5,983-82.0% |
| Admin fee / account holder | $625 | $11,867-94.7% | $9,502-93.4% | $11,250-94.4% |