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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 | $13,597 | $172,111-92.1% | $150,298-91.0% | $137,256-90.1% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 9.97% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,077 | $4,636-76.8% | $4,154-74.1% | $4,156-74.1% |
| Participant deferral / active EE | $1,525 | $6,166-75.3% | $5,453-72.0% | $6,407-76.2% |
| Admin fee / account holder | $589 | $16,471-96.4% | $14,116-95.8% | $12,270-95.2% |