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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 | $39,037 | $181,896-78.5% | $156,551-75.1% | $273,972-85.8% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 1.82% | 30.74%-28.9pp | 32.23%-30.4pp | 41.46%-39.6pp |
| Employer contribution / active EE | $1,619 | $6,248-74.1% | $5,501-70.6% | $4,869-66.7% |
| Participant deferral / active EE | $1,561 | $5,550-71.9% | $4,871-68.0% | $5,287-70.5% |
| Admin fee / account holder | $1,496 | $15,560-90.4% | $13,028-88.5% | $10,133-85.2% |