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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 | $24,470 | $185,312-86.8% | $161,489-84.8% | $154,746-84.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 3.22% | 103.84%-100.6pp | 89.72%-86.5pp | 172.34%-169.1pp |
| Employer contribution / active EE | $1,755 | $4,769-63.2% | $4,268-58.9% | $4,379-59.9% |
| Participant deferral / active EE | $1,089 | $6,350-82.9% | $5,630-80.7% | $6,730-83.8% |
| Admin fee / account holder | $65,873 | $18,654+253.1% | $16,006+311.6% | $14,365+358.6% |