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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 | $20,233 | $156,398-87.1% | $147,318-86.3% | $138,895-85.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 10.11% | 78.75%-68.6pp | 70.43%-60.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,713 | $4,853-64.7% | $4,593-62.7% | $4,194-59.2% |
| Participant deferral / active EE | $2,039 | $8,237-75.2% | $7,906-74.2% | $6,396-68.1% |
| Admin fee / account holder | $22,218 | $14,976+48.4% | $13,708+62.1% | $12,562+76.9% |