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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 | $162,136-87.5% | $152,301-86.7% | $154,746-86.9% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 10.11% | 91.02%-80.9pp | 80.50%-70.4pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,713 | $4,890-65.0% | $4,624-63.0% | $4,379-60.9% |
| Participant deferral / active EE | $2,039 | $8,341-75.6% | $8,004-74.5% | $6,730-69.7% |
| Admin fee / account holder | $22,218 | $15,759+41.0% | $14,398+54.3% | $14,365+54.7% |