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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 | $16,200 | $154,228-89.5% | $145,433-88.9% | $137,256-88.2% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 7.07% | 74.59%-67.5pp | 66.58%-59.5pp | 220.34%-213.3pp |
| Employer contribution / active EE | $1,059 | $4,804-78.0% | $4,554-76.7% | $4,156-74.5% |
| Participant deferral / active EE | $1,538 | $8,216-81.3% | $7,897-80.5% | $6,407-76.0% |
| Admin fee / account holder | $10,093 | $14,344-29.6% | $13,129-23.1% | $12,270-17.7% |