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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 | $37,505 | $176,794-78.8% | $146,647-74.4% | $167,553-77.6% |
| Participation rate | 91.7% | 83.6%+8.0pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 8.15% | 24.04%-15.9pp | 22.75%-14.6pp | 478.89%-470.7pp |
| Employer contribution / active EE | $6,681 | $5,161+29.4% | $4,137+61.5% | $4,840+38.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $311 | $13,262-97.7% | $10,281-97.0% | $12,316-97.5% |