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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 | $185,312-75.5% | $161,489-71.8% | $154,746-70.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 9.63% | 103.84%-94.2pp | 89.72%-80.1pp | 172.34%-162.7pp |
| Employer contribution / active EE | $5,948 | $4,769+24.7% | $4,268+39.3% | $4,379+35.8% |
| Participant deferral / active EE | $1,063 | $6,350-83.3% | $5,630-81.1% | $6,730-84.2% |
| Admin fee / account holder | $1,663 | $18,654-91.1% | $16,006-89.6% | $14,365-88.4% |