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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 | $154,228-69.1% | $145,433-67.2% | $137,256-65.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 8.82% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,092 | $4,804-77.3% | $4,554-76.0% | $4,156-73.7% |
| Participant deferral / active EE | $1,768 | $8,216-78.5% | $7,897-77.6% | $6,407-72.4% |
| Admin fee / account holder | $5,843 | $14,344-59.3% | $13,129-55.5% | $12,270-52.4% |