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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 | $45,483 | $172,111-73.6% | $150,298-69.7% | $137,256-66.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 9.63% | 69.37%-59.7pp | 62.79%-53.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $5,948 | $4,636+28.3% | $4,154+43.2% | $4,156+43.1% |
| Participant deferral / active EE | $1,063 | $6,166-82.8% | $5,453-80.5% | $6,407-83.4% |
| Admin fee / account holder | $1,663 | $16,471-89.9% | $14,116-88.2% | $12,270-86.4% |