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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 | $38,043 | $156,398-75.7% | $147,318-74.2% | $138,895-72.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 3.50% | 78.75%-75.2pp | 70.43%-66.9pp | 145.39%-141.9pp |
| Employer contribution / active EE | $1,769 | $4,853-63.5% | $4,593-61.5% | $4,194-57.8% |
| Participant deferral / active EE | $2,263 | $8,237-72.5% | $7,906-71.4% | $6,396-64.6% |
| Admin fee / account holder | $72,997 | $14,976+387.4% | $13,708+432.5% | $12,562+481.1% |