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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 | $29,729 | $156,398-81.0% | $147,318-79.8% | $138,895-78.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.36% | 78.75%-71.4pp | 70.43%-63.1pp | 145.39%-138.0pp |
| Employer contribution / active EE | $1,972 | $4,853-59.4% | $4,593-57.1% | $4,194-53.0% |
| Participant deferral / active EE | $2,359 | $8,237-71.4% | $7,906-70.2% | $6,396-63.1% |
| Admin fee / account holder | $5,667 | $14,976-62.2% | $13,708-58.7% | $12,562-54.9% |