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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 | $30,906 | $154,228-80.0% | $145,433-78.7% | $137,256-77.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.65% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,450 | $4,804-69.8% | $4,554-68.2% | $4,156-65.1% |
| Participant deferral / active EE | $2,175 | $8,216-73.5% | $7,897-72.5% | $6,407-66.1% |
| Admin fee / account holder | $526 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |