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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 | $53,955 | $129,737-58.4% | $119,126-54.7% | $154,746-65.1% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 6.49% | 379.08%-372.6pp | 282.11%-275.6pp | 172.34%-165.8pp |
| Employer contribution / active EE | $1,076 | $4,375-75.4% | $4,034-73.3% | $4,379-75.4% |
| Participant deferral / active EE | $1,826 | $5,842-68.7% | $5,318-65.7% | $6,730-72.9% |
| Admin fee / account holder | $2,194 | $11,961-81.7% | $10,693-79.5% | $14,365-84.7% |