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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 | $129,737-44.5% | $119,126-39.5% | $154,746-53.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 7.09% | 379.08%-372.0pp | 282.11%-275.0pp | 172.34%-165.2pp |
| Employer contribution / active EE | $4,622 | $4,375+5.6% | $4,034+14.6% | $4,379+5.5% |
| Participant deferral / active EE | $1,157 | $5,842-80.2% | $5,318-78.2% | $6,730-82.8% |
| Admin fee / account holder | $836 | $11,961-93.0% | $10,693-92.2% | $14,365-94.2% |