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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 | $37,782 | $148,623-74.6% | $135,974-72.2% | $139,466-72.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 8.90% | 79.30%-70.4pp | 68.30%-59.4pp | 373.66%-364.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,439 | $8,103-82.2% | $7,760-81.5% | $6,712-78.6% |
| Admin fee / account holder | $12,689 | $12,406+2.3% | $10,767+17.9% | $11,409+11.2% |