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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 | $27,226 | $212,386-87.2% | $199,883-86.4% | $138,895-80.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 5.47% | 47.75%-42.3pp | 43.81%-38.3pp | 145.39%-139.9pp |
| Employer contribution / active EE | $1,429 | $6,625-78.4% | $6,261-77.2% | $4,194-65.9% |
| Participant deferral / active EE | $2,706 | $9,617-71.9% | $9,138-70.4% | $6,396-57.7% |
| Admin fee / account holder | $11,567 | $18,233-36.6% | $17,268-33.0% | $12,562-7.9% |