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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 | $71,781 | $154,228-53.5% | $145,433-50.6% | $137,256-47.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.50% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,586 | $4,804-25.4% | $4,554-21.3% | $4,156-13.7% |
| Participant deferral / active EE | $1,119 | $8,216-86.4% | $7,897-85.8% | $6,407-82.5% |
| Admin fee / account holder | $5,060 | $14,344-64.7% | $13,129-61.5% | $12,270-58.8% |