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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 | $68,292 | $185,883-63.3% | $170,043-59.8% | $139,466-51.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 6.81% | 60.54%-53.7pp | 53.40%-46.6pp | 373.66%-366.9pp |
| Employer contribution / active EE | $2,190 | $7,596-71.2% | $6,790-67.7% | $4,754-53.9% |
| Participant deferral / active EE | $2,451 | $11,626-78.9% | $10,410-76.5% | $6,712-63.5% |
| Admin fee / account holder | $5,348 | $15,393-65.3% | $12,824-58.3% | $11,409-53.1% |