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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 | $72,963 | $209,336-65.1% | $197,124-63.0% | $137,256-46.8% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 6.47% | 48.09%-41.6pp | 44.34%-37.9pp | 220.34%-213.9pp |
| Employer contribution / active EE | $2,585 | $6,591-60.8% | $6,227-58.5% | $4,156-37.8% |
| Participant deferral / active EE | $2,785 | $9,614-71.0% | $9,135-69.5% | $6,407-56.5% |
| Admin fee / account holder | $521 | $17,308-97.0% | $16,298-96.8% | $12,270-95.8% |