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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 | $47,670 | $162,136-70.6% | $152,301-68.7% | $154,746-69.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 8.82% | 91.02%-82.2pp | 80.50%-71.7pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,092 | $4,890-77.7% | $4,624-76.4% | $4,379-75.1% |
| Participant deferral / active EE | $1,768 | $8,341-78.8% | $8,004-77.9% | $6,730-73.7% |
| Admin fee / account holder | $5,843 | $15,759-62.9% | $14,398-59.4% | $14,365-59.3% |