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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 | $63,976 | $100,970-36.6% | $96,576-33.8% | $137,256-53.4% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 10.39% | 38.16%-27.8pp | 38.47%-28.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $636 | $3,809-83.3% | $3,553-82.1% | $4,156-84.7% |
| Participant deferral / active EE | $1,721 | $8,286-79.2% | $7,956-78.4% | $6,407-73.1% |
| Admin fee / account holder | $766 | $11,312-93.2% | $11,381-93.3% | $12,270-93.8% |