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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 | $75,029 | $202,463-62.9% | $169,397-55.7% | $139,487-46.2% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 8.72% | 532.64%-523.9pp | 406.23%-397.5pp | 373.84%-365.1pp |
| Employer contribution / active EE | $872 | $4,694-81.4% | $4,013-78.3% | $4,755-81.7% |
| Participant deferral / active EE | $872 | $6,941-87.4% | $6,223-86.0% | $6,713-87.0% |
| Admin fee / account holder | $20,643 | $10,726+92.4% | $9,017+128.9% | $11,407+81.0% |