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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 | $19,897 | $154,228-87.1% | $145,433-86.3% | $137,256-85.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.61% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,702 | $4,804-64.6% | $4,554-62.6% | $4,156-59.0% |
| Participant deferral / active EE | $1,868 | $8,216-77.3% | $7,897-76.4% | $6,407-70.8% |
| Admin fee / account holder | $1,430 | $14,344-90.0% | $13,129-89.1% | $12,270-88.3% |