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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 | $26,660 | $154,228-82.7% | $145,433-81.7% | $137,256-80.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.22% | 74.59%-64.4pp | 66.58%-56.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $3,500 | $4,804-27.2% | $4,554-23.2% | $4,156-15.8% |
| Participant deferral / active EE | $1,700 | $8,216-79.3% | $7,897-78.5% | $6,407-73.5% |
| Admin fee / account holder | $2,531 | $14,344-82.4% | $13,129-80.7% | $12,270-79.4% |