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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 | $100,277 | $183,539-45.4% | $155,556-35.5% | $145,897-31.3% |
| Participation rate | 82.4% | 82.7%-0.4pp | 78.2%+4.1pp | 80.3%+2.0pp |
| Annual return | 3.97% | 61.31%-57.3pp | 64.84%-60.9pp | 552.29%-548.3pp |
| Employer contribution / active EE | $1,322 | $5,315-75.1% | $4,675-71.7% | $4,663-71.6% |
| Participant deferral / active EE | $1,174 | $6,467-81.8% | $5,631-79.2% | $6,689-82.4% |
| Admin fee / account holder | $5,480 | $19,275-71.6% | $15,885-65.5% | $13,390-59.1% |