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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 | $88,443 | $225,673-60.8% | $203,872-56.6% | $155,188-43.0% |
| Participation rate | 81.8% | 80.3%+1.5pp | 77.8%+4.0pp | 80.8%+1.0pp |
| Annual return | 3.58% | 95.91%-92.3pp | 85.11%-81.5pp | 148.84%-145.3pp |
| Employer contribution / active EE | $1,844 | $4,099-55.0% | $3,757-50.9% | $4,248-56.6% |
| Participant deferral / active EE | $779 | $6,893-88.7% | $6,388-87.8% | $6,531-88.1% |
| Admin fee / account holder | $4,161 | $12,327-66.2% | $11,730-64.5% | $14,480-71.3% |