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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 | $56,110 | $174,379-67.8% | $152,093-63.1% | $138,895-59.6% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 10.91% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $3,138 | $4,652-32.5% | $4,175-24.8% | $4,194-25.2% |
| Participant deferral / active EE | $1,423 | $6,159-76.9% | $5,451-73.9% | $6,396-77.8% |
| Admin fee / account holder | $308 | $16,880-98.2% | $14,497-97.9% | $12,562-97.5% |