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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 | $42,190 | $165,381-74.5% | $149,730-71.8% | $158,966-73.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 7.41% | 348.29%-340.9pp | 276.70%-269.3pp | 302.95%-295.5pp |
| Employer contribution / active EE | $1,493 | $5,104-70.7% | $4,645-67.9% | $4,762-68.6% |
| Participant deferral / active EE | $1,891 | $7,182-73.7% | $6,843-72.4% | $5,983-68.4% |
| Admin fee / account holder | $10,102 | $10,809-6.5% | $9,310+8.5% | $11,250-10.2% |