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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 | $66,246 | $223,823-70.4% | $211,142-68.6% | $154,746-57.2% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 4.61% | 50.39%-45.8pp | 46.84%-42.2pp | 172.34%-167.7pp |
| Employer contribution / active EE | $2,335 | $6,787-65.6% | $6,442-63.8% | $4,379-46.7% |
| Participant deferral / active EE | $2,335 | $9,750-76.1% | $9,284-74.9% | $6,730-65.3% |
| Admin fee / account holder | $14,172 | $19,707-28.1% | $19,076-25.7% | $14,365-1.3% |