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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 | $114,119-36.9% | $107,187-32.8% | $138,895-48.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 7.09% | 273.21%-266.1pp | 204.55%-197.5pp | 145.39%-138.3pp |
| Employer contribution / active EE | $4,622 | $4,059+13.9% | $3,782+22.2% | $4,194+10.2% |
| Participant deferral / active EE | $1,157 | $5,538-79.1% | $5,096-77.3% | $6,396-81.9% |
| Admin fee / account holder | $836 | $10,024-91.7% | $9,162-90.9% | $12,562-93.3% |