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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 | $35,421 | $107,666-67.1% | $102,184-65.3% | $154,746-77.1% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.7%+5.0pp |
| Annual return | 7.17% | 29.33%-22.2pp | 31.58%-24.4pp | 172.34%-165.2pp |
| Employer contribution / active EE | $1,140 | $3,846-70.4% | $3,594-68.3% | $4,379-74.0% |
| Participant deferral / active EE | $2,132 | $8,719-75.5% | $8,309-74.3% | $6,730-68.3% |
| Admin fee / account holder | $1,047 | $12,943-91.9% | $11,609-91.0% | $14,365-92.7% |