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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 | $67,716 | $111,535-39.3% | $105,223-35.6% | $137,256-50.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 10.03% | 237.85%-227.8pp | 180.65%-170.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,600 | $3,939-34.0% | $3,689-29.5% | $4,156-37.4% |
| Participant deferral / active EE | $763 | $5,500-86.1% | $5,072-85.0% | $6,407-88.1% |
| Admin fee / account holder | $913 | $9,721-90.6% | $8,859-89.7% | $12,270-92.6% |