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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 | $72,056 | $111,535-35.4% | $105,223-31.5% | $137,256-47.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 7.09% | 237.85%-230.8pp | 180.65%-173.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $4,622 | $3,939+17.3% | $3,689+25.3% | $4,156+11.2% |
| Participant deferral / active EE | $1,157 | $5,500-79.0% | $5,072-77.2% | $6,407-81.9% |
| Admin fee / account holder | $836 | $9,721-91.4% | $8,859-90.6% | $12,270-93.2% |