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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 | $154,228-69.0% | $145,433-67.1% | $137,256-65.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 11.51% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,486 | $4,804-48.2% | $4,554-45.4% | $4,156-40.2% |
| Participant deferral / active EE | $2,186 | $8,216-73.4% | $7,897-72.3% | $6,407-65.9% |
| Admin fee / account holder | $1,882 | $14,344-86.9% | $13,129-85.7% | $12,270-84.7% |