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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 | $162,136-55.9% | $152,301-53.1% | $154,746-53.8% |
| Participation rate | 78.9% | 84.1%-5.2pp | 82.4%-3.5pp | 80.7%-1.8pp |
| Annual return | 9.93% | 91.02%-81.1pp | 80.50%-70.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,336 | $4,890-72.7% | $4,624-71.1% | $4,379-69.5% |
| Participant deferral / active EE | $2,251 | $8,341-73.0% | $8,004-71.9% | $6,730-66.6% |
| Admin fee / account holder | $7,429 | $15,759-52.9% | $14,398-48.4% | $14,365-48.3% |