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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 | $17,750 | $154,228-88.5% | $145,433-87.8% | $137,256-87.1% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 7.74% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,121 | $4,804-76.7% | $4,554-75.4% | $4,156-73.0% |
| Participant deferral / active EE | $1,884 | $8,216-77.1% | $7,897-76.1% | $6,407-70.6% |
| Admin fee / account holder | $504 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |