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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 | $108,115 | $223,823-51.7% | $211,142-48.8% | $154,746-30.1% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 3.79% | 50.39%-46.6pp | 46.84%-43.0pp | 172.34%-168.5pp |
| Employer contribution / active EE | $2,077 | $6,787-69.4% | $6,442-67.8% | $4,379-52.6% |
| Participant deferral / active EE | $2,561 | $9,750-73.7% | $9,284-72.4% | $6,730-61.9% |
| Admin fee / account holder | $4,015 | $19,707-79.6% | $19,076-79.0% | $14,365-72.0% |