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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 | $21,862 | $117,846-81.4% | $102,434-78.7% | $145,884-85.0% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 8.10% | 31.90%-23.8pp | 29.46%-21.4pp | 551.85%-543.7pp |
| Employer contribution / active EE | $1,063 | $3,615-70.6% | $3,023-64.9% | $4,662-77.2% |
| Participant deferral / active EE | $1,549 | $5,733-73.0% | $5,055-69.4% | $6,690-76.8% |
| Admin fee / account holder | $1,570 | $13,356-88.2% | $9,462-83.4% | $13,392-88.3% |