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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 | $56,405 | $197,603-71.5% | $177,827-68.3% | $158,950-64.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 6.51% | 58.76%-52.2pp | 48.32%-41.8pp | 302.91%-296.4pp |
| Employer contribution / active EE | $1,856 | $6,698-72.3% | $5,918-68.6% | $4,762-61.0% |
| Participant deferral / active EE | $2,319 | $8,404-72.4% | $7,713-69.9% | $5,983-61.2% |
| Admin fee / account holder | $387 | $15,402-97.5% | $12,429-96.9% | $11,248-96.6% |