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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 | $24,257 | $156,398-84.5% | $147,318-83.5% | $138,895-82.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.43% | 78.75%-72.3pp | 70.43%-64.0pp | 145.39%-139.0pp |
| Employer contribution / active EE | $4,859 | $4,853+0.1% | $4,593+5.8% | $4,194+15.8% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,690 | $14,976-82.0% | $13,708-80.4% | $12,562-78.6% |