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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 | $121,720 | $183,592-33.7% | $155,574-21.8% | $145,877-16.6% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 6.59% | 61.37%-54.8pp | 64.87%-58.3pp | 551.28%-544.7pp |
| Employer contribution / active EE | $2,021 | $5,317-62.0% | $4,676-56.8% | $4,663-56.7% |
| Participant deferral / active EE | $1,506 | $6,466-76.7% | $5,629-73.2% | $6,691-77.5% |
| Admin fee / account holder | $16,227 | $19,316-16.0% | $15,914+2.0% | $13,402+21.1% |