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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 | $23,308 | $154,228-84.9% | $145,433-84.0% | $137,256-83.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 10.50% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $924 | $4,804-80.8% | $4,554-79.7% | $4,156-77.8% |
| Participant deferral / active EE | $1,896 | $8,216-76.9% | $7,897-76.0% | $6,407-70.4% |
| Admin fee / account holder | $2,941 | $14,344-79.5% | $13,129-77.6% | $12,270-76.0% |