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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 | $155,555-69.4% | $146,866-67.5% | $155,188-69.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 8.82% | 115.41%-106.6pp | 102.85%-94.0pp | 148.84%-140.0pp |
| Employer contribution / active EE | $1,092 | $4,647-76.5% | $4,425-75.3% | $4,248-74.3% |
| Participant deferral / active EE | $1,768 | $8,044-78.0% | $7,759-77.2% | $6,531-72.9% |
| Admin fee / account holder | $5,843 | $14,755-60.4% | $13,620-57.1% | $14,480-59.6% |