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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 | $29,118 | $185,312-84.3% | $161,489-82.0% | $154,746-81.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 9.09% | 103.84%-94.8pp | 89.72%-80.6pp | 172.34%-163.2pp |
| Employer contribution / active EE | $10,069 | $4,769+111.1% | $4,268+135.9% | $4,379+129.9% |
| Participant deferral / active EE | $244 | $6,350-96.2% | $5,630-95.7% | $6,730-96.4% |
| Admin fee / account holder | $1,034 | $18,654-94.5% | $16,006-93.5% | $14,365-92.8% |