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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 | $25,920 | $162,136-84.0% | $152,301-83.0% | $154,746-83.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 4.01% | 91.02%-87.0pp | 80.50%-76.5pp | 172.34%-168.3pp |
| Employer contribution / active EE | $1,878 | $4,890-61.6% | $4,624-59.4% | $4,379-57.1% |
| Participant deferral / active EE | $2,534 | $8,341-69.6% | $8,004-68.3% | $6,730-62.3% |
| Admin fee / account holder | $3,078 | $15,759-80.5% | $14,398-78.6% | $14,365-78.6% |