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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 | $76,779 | $129,737-40.8% | $119,126-35.5% | $154,746-50.4% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 9.66% | 379.08%-369.4pp | 282.11%-272.4pp | 172.34%-162.7pp |
| Employer contribution / active EE | $2,054 | $4,375-53.1% | $4,034-49.1% | $4,379-53.1% |
| Participant deferral / active EE | $1,772 | $5,842-69.7% | $5,318-66.7% | $6,730-73.7% |
| Admin fee / account holder | $24,032 | $11,961+100.9% | $10,693+124.7% | $14,365+67.3% |