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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 | $38,586 | $124,213-68.9% | $118,106-67.3% | $154,746-75.1% |
| Participation rate | 75.0% | 83.6%-8.6pp | 81.9%-6.9pp | 80.7%-5.7pp |
| Annual return | 9.46% | 18.29%-8.8pp | 19.44%-10.0pp | 172.34%-162.9pp |
| Employer contribution / active EE | $6,774 | $4,905+38.1% | $4,698+44.2% | $4,379+54.7% |
| Participant deferral / active EE | $1,275 | $6,859-81.4% | $6,619-80.7% | $6,730-81.1% |
| Admin fee / account holder | $12,094 | $9,627+25.6% | $8,973+34.8% | $14,365-15.8% |