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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 | $43,411 | $201,344-78.4% | $184,243-76.4% | $145,877-70.2% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 1.47% | 29.01%-27.5pp | 28.82%-27.4pp | 551.28%-549.8pp |
| Employer contribution / active EE | $1,582 | $7,022-77.5% | $6,427-75.4% | $4,663-66.1% |
| Participant deferral / active EE | $2,359 | $9,807-75.9% | $9,132-74.2% | $6,691-64.7% |
| Admin fee / account holder | $4,617 | $16,382-71.8% | $13,914-66.8% | $13,402-65.6% |