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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 | $16,799 | $148,623-88.7% | $135,974-87.6% | $139,466-88.0% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 11.33% | 79.30%-68.0pp | 68.30%-57.0pp | 373.66%-362.3pp |
| Employer contribution / active EE | $1,712 | $5,246-67.4% | $4,859-64.8% | $4,754-64.0% |
| Participant deferral / active EE | $1,900 | $8,103-76.6% | $7,760-75.5% | $6,712-71.7% |
| Admin fee / account holder | $578 | $12,406-95.3% | $10,767-94.6% | $11,409-94.9% |