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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 | $38,867 | $199,109-80.5% | $173,730-77.6% | $154,746-74.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.13% | 20.02%-12.9pp | 19.96%-12.8pp | 172.34%-165.2pp |
| Employer contribution / active EE | $3,500 | $5,311-34.1% | $4,577-23.5% | $4,379-20.1% |
| Participant deferral / active EE | $1,598 | $7,113-77.5% | $6,326-74.7% | $6,730-76.3% |
| Admin fee / account holder | $889 | $20,916-95.8% | $17,523-94.9% | $14,365-93.8% |