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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 | $59,380 | $154,228-61.5% | $145,433-59.2% | $137,256-56.7% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 11.68% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,944 | $4,804-59.5% | $4,554-57.3% | $4,156-53.2% |
| Participant deferral / active EE | $2,282 | $8,216-72.2% | $7,897-71.1% | $6,407-64.4% |
| Admin fee / account holder | $1,237 | $14,344-91.4% | $13,129-90.6% | $12,270-89.9% |