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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 | $46,194 | $209,888-78.0% | $189,545-75.6% | $167,553-72.4% |
| Participation rate | 73.3% | 88.7%-15.3pp | 87.8%-14.5pp | 82.1%-8.8pp |
| Annual return | 9.00% | 748.66%-739.7pp | 555.36%-546.4pp | 478.89%-469.9pp |
| Employer contribution / active EE | $2,569 | $6,915-62.8% | $6,162-58.3% | $4,840-46.9% |
| Participant deferral / active EE | $1,478 | $8,934-83.5% | $8,220-82.0% | $6,343-76.7% |
| Admin fee / account holder | $1,446 | $14,300-89.9% | $12,049-88.0% | $12,316-88.3% |