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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 | $127,944 | $165,381-22.6% | $149,730-14.5% | $158,966-19.5% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 6.12% | 348.29%-342.2pp | 276.70%-270.6pp | 302.95%-296.8pp |
| Employer contribution / active EE | $1,720 | $5,104-66.3% | $4,645-63.0% | $4,762-63.9% |
| Participant deferral / active EE | $1,927 | $7,182-73.2% | $6,843-71.8% | $5,983-67.8% |
| Admin fee / account holder | $1,846 | $10,809-82.9% | $9,310-80.2% | $11,250-83.6% |