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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 | $101,915 | $148,582-31.4% | $135,942-25.0% | $139,456-26.9% |
| Participation rate | 73.9% | 83.9%-9.9pp | 81.9%-8.0pp | 80.3%-6.4pp |
| Annual return | 12.05% | 79.26%-67.2pp | 68.28%-56.2pp | 373.45%-361.4pp |
| Employer contribution / active EE | $3,740 | $5,245-28.7% | $4,858-23.0% | $4,753-21.3% |
| Participant deferral / active EE | $502 | $8,101-93.8% | $7,759-93.5% | $6,711-92.5% |
| Admin fee / account holder | $5,513 | $12,402-55.6% | $10,764-48.8% | $11,407-51.7% |