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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 | $212,386-49.1% | $199,883-45.9% | $138,895-22.2% |
| Participation rate | 91.7% | 87.4%+4.3pp | 86.8%+4.9pp | 79.9%+11.7pp |
| Annual return | 3.79% | 47.75%-44.0pp | 43.81%-40.0pp | 145.39%-141.6pp |
| Employer contribution / active EE | $2,077 | $6,625-68.7% | $6,261-66.8% | $4,194-50.5% |
| Participant deferral / active EE | $2,561 | $9,617-73.4% | $9,138-72.0% | $6,396-60.0% |
| Admin fee / account holder | $4,015 | $18,233-78.0% | $17,268-76.7% | $12,562-68.0% |