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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 | $47,827 | $156,398-69.4% | $147,318-67.5% | $138,895-65.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 11.51% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,486 | $4,853-48.8% | $4,593-45.9% | $4,194-40.7% |
| Participant deferral / active EE | $2,186 | $8,237-73.5% | $7,906-72.4% | $6,396-65.8% |
| Admin fee / account holder | $1,882 | $14,976-87.4% | $13,708-86.3% | $12,562-85.0% |