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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 | $27,781 | $209,336-86.7% | $197,124-85.9% | $137,256-79.8% |
| Participation rate | 86.4% | 87.3%-0.9pp | 86.7%-0.4pp | 80.0%+6.4pp |
| Annual return | 7.95% | 48.09%-40.1pp | 44.34%-36.4pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,806 | $6,591-72.6% | $6,227-71.0% | $4,156-56.5% |
| Participant deferral / active EE | $1,400 | $9,614-85.4% | $9,135-84.7% | $6,407-78.2% |
| Admin fee / account holder | $1,451 | $17,308-91.6% | $16,298-91.1% | $12,270-88.2% |