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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 | $42,409 | $148,629-71.5% | $135,982-68.8% | $139,487-69.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 9.71% | 79.33%-69.6pp | 68.32%-58.6pp | 373.84%-364.1pp |
| Employer contribution / active EE | $1,144 | $5,247-78.2% | $4,859-76.5% | $4,755-75.9% |
| Participant deferral / active EE | $1,144 | $8,102-85.9% | $7,760-85.3% | $6,713-83.0% |
| Admin fee / account holder | $6,027 | $12,406-51.4% | $10,767-44.0% | $11,407-47.2% |