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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 | $45,198 | $184,014-75.4% | $161,149-72.0% | $138,895-67.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.8%-1.1pp | 79.9%-2.1pp |
| Annual return | 8.79% | 21.52%-12.7pp | 21.16%-12.4pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,645 | $5,055-67.5% | $4,360-62.3% | $4,194-60.8% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $16,284 | $18,027-9.7% | $15,194+7.2% | $12,562+29.6% |