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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 | $154,228-50.3% | $145,433-47.3% | $137,256-44.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 9.95% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $3,167 | $4,804-34.1% | $4,554-30.5% | $4,156-23.8% |
| Participant deferral / active EE | $1,754 | $8,216-78.7% | $7,897-77.8% | $6,407-72.6% |
| Admin fee / account holder | $124,665 | $14,344+769.1% | $13,129+849.5% | $12,270+916.0% |