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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 | $27,239 | $141,004-80.7% | $112,273-75.7% | $139,466-80.5% |
| Participation rate | 88.9% | 79.2%+9.7pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 7.76% | 32.75%-25.0pp | 30.23%-22.5pp | 373.66%-365.9pp |
| Employer contribution / active EE | $1,129 | $4,285-73.6% | $3,431-67.1% | $4,754-76.2% |
| Participant deferral / active EE | $680 | $5,878-88.4% | $4,800-85.8% | $6,712-89.9% |
| Admin fee / account holder | $1,706 | $9,959-82.9% | $7,752-78.0% | $11,409-85.0% |