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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 | $50,928 | $162,136-68.6% | $152,301-66.6% | $154,746-67.1% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 10.76% | 91.02%-80.3pp | 80.50%-69.7pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,577 | $4,890-67.8% | $4,624-65.9% | $4,379-64.0% |
| Participant deferral / active EE | $1,913 | $8,341-77.1% | $8,004-76.1% | $6,730-71.6% |
| Admin fee / account holder | $14,312 | $15,759-9.2% | $14,398-0.6% | $14,365-0.4% |