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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 | $95,195 | $183,592-48.1% | $155,574-38.8% | $145,877-34.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 4.43% | 61.37%-56.9pp | 64.87%-60.4pp | 551.28%-546.9pp |
| Employer contribution / active EE | $2,204 | $5,317-58.5% | $4,676-52.9% | $4,663-52.7% |
| Participant deferral / active EE | $1,638 | $6,466-74.7% | $5,629-70.9% | $6,691-75.5% |
| Admin fee / account holder | $490 | $19,316-97.5% | $15,914-96.9% | $13,402-96.3% |