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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 | $76,635 | $162,136-52.7% | $152,301-49.7% | $154,746-50.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 9.95% | 91.02%-81.1pp | 80.50%-70.5pp | 172.34%-162.4pp |
| Employer contribution / active EE | $3,167 | $4,890-35.2% | $4,624-31.5% | $4,379-27.7% |
| Participant deferral / active EE | $1,754 | $8,341-79.0% | $8,004-78.1% | $6,730-73.9% |
| Admin fee / account holder | $124,665 | $15,759+691.1% | $14,398+765.9% | $14,365+767.8% |