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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 | $23,489 | $154,228-84.8% | $145,433-83.8% | $137,256-82.9% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 9.92% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,301 | $4,804-72.9% | $4,554-71.4% | $4,156-68.7% |
| Participant deferral / active EE | $2,021 | $8,216-75.4% | $7,897-74.4% | $6,407-68.5% |
| Admin fee / account holder | $18,007 | $14,344+25.5% | $13,129+37.2% | $12,270+46.8% |