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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 | $47,472 | $227,291-79.1% | $214,702-77.9% | $155,188-69.4% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 3.47% | 60.08%-56.6pp | 54.55%-51.1pp | 148.84%-145.4pp |
| Employer contribution / active EE | $1,575 | $6,772-76.7% | $6,461-75.6% | $4,248-62.9% |
| Participant deferral / active EE | $1,775 | $9,582-81.5% | $9,147-80.6% | $6,531-72.8% |
| Admin fee / account holder | $5,124 | $20,413-74.9% | $19,830-74.2% | $14,480-64.6% |