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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 | $64,838 | $209,874-69.1% | $189,537-65.8% | $167,536-61.3% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 6.92% | 748.61%-741.7pp | 555.34%-548.4pp | 478.82%-471.9pp |
| Employer contribution / active EE | $1,921 | $6,913-72.2% | $6,161-68.8% | $4,839-60.3% |
| Participant deferral / active EE | $2,401 | $8,934-73.1% | $8,220-70.8% | $6,342-62.1% |
| Admin fee / account holder | $845 | $14,299-94.1% | $12,048-93.0% | $12,315-93.1% |