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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 | $46,232 | $162,136-71.5% | $152,301-69.6% | $154,746-70.1% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 10.41% | 91.02%-80.6pp | 80.50%-70.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $1,143 | $4,890-76.6% | $4,624-75.3% | $4,379-73.9% |
| Participant deferral / active EE | $1,670 | $8,341-80.0% | $8,004-79.1% | $6,730-75.2% |
| Admin fee / account holder | $5,199 | $15,759-67.0% | $14,398-63.9% | $14,365-63.8% |