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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 | $154,228-86.9% | $145,433-86.1% | $137,256-85.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 10.11% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,713 | $4,804-64.3% | $4,554-62.4% | $4,156-58.8% |
| Participant deferral / active EE | $2,039 | $8,216-75.2% | $7,897-74.2% | $6,407-68.2% |
| Admin fee / account holder | $22,218 | $14,344+54.9% | $13,129+69.2% | $12,270+81.1% |