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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 | $55,950 | $174,379-67.9% | $152,093-63.2% | $138,895-59.7% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 6.57% | 74.86%-68.3pp | 66.36%-59.8pp | 145.39%-138.8pp |
| Employer contribution / active EE | $1,136 | $4,652-75.6% | $4,175-72.8% | $4,194-72.9% |
| Participant deferral / active EE | $951 | $6,159-84.6% | $5,451-82.6% | $6,396-85.1% |
| Admin fee / account holder | $5,466 | $16,880-67.6% | $14,497-62.3% | $12,562-56.5% |