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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 | $18,878 | $162,136-88.4% | $152,301-87.6% | $154,746-87.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 7.81% | 91.02%-83.2pp | 80.50%-72.7pp | 172.34%-164.5pp |
| Employer contribution / active EE | $1,129 | $4,890-76.9% | $4,624-75.6% | $4,379-74.2% |
| Participant deferral / active EE | $1,311 | $8,341-84.3% | $8,004-83.6% | $6,730-80.5% |
| Admin fee / account holder | $440 | $15,759-97.2% | $14,398-96.9% | $14,365-96.9% |