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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 | $34,595 | $201,370-82.8% | $184,256-81.2% | $145,897-76.3% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.1pp |
| Annual return | 5.55% | 29.05%-23.5pp | 28.85%-23.3pp | 552.29%-546.7pp |
| Employer contribution / active EE | $1,593 | $7,024-77.3% | $6,427-75.2% | $4,663-65.8% |
| Participant deferral / active EE | $1,700 | $9,808-82.7% | $9,133-81.4% | $6,689-74.6% |
| Admin fee / account holder | $1,123 | $16,364-93.1% | $13,899-91.9% | $13,390-91.6% |