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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 | $35,306 | $148,582-76.2% | $135,942-74.0% | $139,456-74.7% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 10.25% | 79.26%-69.0pp | 68.28%-58.0pp | 373.45%-363.2pp |
| Employer contribution / active EE | $1,315 | $5,245-74.9% | $4,858-72.9% | $4,753-72.3% |
| Participant deferral / active EE | $2,323 | $8,101-71.3% | $7,759-70.1% | $6,711-65.4% |
| Admin fee / account holder | $3,457 | $12,402-72.1% | $10,764-67.9% | $11,407-69.7% |