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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 | $66,878 | $201,264-66.8% | $184,185-63.7% | $145,978-54.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 7.15% | 29.00%-21.9pp | 28.81%-21.7pp | 550.52%-543.4pp |
| Employer contribution / active EE | $2,542 | $7,021-63.8% | $6,426-60.4% | $4,662-45.5% |
| Participant deferral / active EE | $2,132 | $9,806-78.3% | $9,132-76.7% | $6,690-68.1% |
| Admin fee / account holder | $421 | $16,376-97.4% | $13,909-97.0% | $13,400-96.9% |