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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 | $57,043 | $174,379-67.3% | $152,093-62.5% | $138,895-58.9% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 9.80% | 74.86%-65.1pp | 66.36%-56.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $921 | $4,652-80.2% | $4,175-77.9% | $4,194-78.0% |
| Participant deferral / active EE | $819 | $6,159-86.7% | $5,451-85.0% | $6,396-87.2% |
| Admin fee / account holder | $1,656 | $16,880-90.2% | $14,497-88.6% | $12,562-86.8% |