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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 | $84,686 | $134,817-37.2% | $123,973-31.7% | $155,188-45.4% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.7%-5.2pp | 80.8%-9.4pp |
| Annual return | 7.23% | 515.49%-508.3pp | 388.13%-380.9pp | 148.84%-141.6pp |
| Employer contribution / active EE | $1,237 | $4,425-72.0% | $4,126-70.0% | $4,248-70.9% |
| Participant deferral / active EE | $1,379 | $5,706-75.8% | $5,247-73.7% | $6,531-78.9% |
| Admin fee / account holder | $5,765 | $13,245-56.5% | $11,799-51.1% | $14,480-60.2% |