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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 | $59,855 | $209,336-71.4% | $197,124-69.6% | $137,256-56.4% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.7%+7.7pp | 80.0%+14.5pp |
| Annual return | 11.21% | 48.09%-36.9pp | 44.34%-33.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,399 | $6,591-63.6% | $6,227-61.5% | $4,156-42.3% |
| Participant deferral / active EE | $2,608 | $9,614-72.9% | $9,135-71.4% | $6,407-59.3% |
| Admin fee / account holder | $5,097 | $17,308-70.6% | $16,298-68.7% | $12,270-58.5% |