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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 | $156,398-88.7% | $147,318-88.0% | $138,895-87.2% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 7.74% | 78.75%-71.0pp | 70.43%-62.7pp | 145.39%-137.7pp |
| Employer contribution / active EE | $1,121 | $4,853-76.9% | $4,593-75.6% | $4,194-73.3% |
| Participant deferral / active EE | $1,884 | $8,237-77.1% | $7,906-76.2% | $6,396-70.5% |
| Admin fee / account holder | $504 | $14,976-96.6% | $13,708-96.3% | $12,562-96.0% |