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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 | $71,427 | $154,228-53.7% | $145,433-50.9% | $137,256-48.0% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 9.93% | 74.59%-64.7pp | 66.58%-56.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,336 | $4,804-72.2% | $4,554-70.7% | $4,156-67.9% |
| Participant deferral / active EE | $2,251 | $8,216-72.6% | $7,897-71.5% | $6,407-64.9% |
| Admin fee / account holder | $7,429 | $14,344-48.2% | $13,129-43.4% | $12,270-39.5% |