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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 | $123,253 | $183,592-32.9% | $155,574-20.8% | $145,877-15.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 7.36% | 61.37%-54.0pp | 64.87%-57.5pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,063 | $5,317-80.0% | $4,676-77.3% | $4,663-77.2% |
| Participant deferral / active EE | $58 | $6,466-99.1% | $5,629-99.0% | $6,691-99.1% |
| Admin fee / account holder | $13,076 | $19,316-32.3% | $15,914-17.8% | $13,402-2.4% |