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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 | $106,339 | $148,623-28.5% | $135,974-21.8% | $139,466-23.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 10.12% | 79.30%-69.2pp | 68.30%-58.2pp | 373.66%-363.5pp |
| Employer contribution / active EE | $1,455 | $5,246-72.3% | $4,859-70.1% | $4,754-69.4% |
| Participant deferral / active EE | $1,698 | $8,103-79.0% | $7,760-78.1% | $6,712-74.7% |
| Admin fee / account holder | $26,746 | $12,406+115.6% | $10,767+148.4% | $11,409+134.4% |