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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 | $156,398-70.4% | $147,318-68.6% | $138,895-66.7% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 10.41% | 78.75%-68.3pp | 70.43%-60.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $1,143 | $4,853-76.4% | $4,593-75.1% | $4,194-72.7% |
| Participant deferral / active EE | $1,670 | $8,237-79.7% | $7,906-78.9% | $6,396-73.9% |
| Admin fee / account holder | $5,199 | $14,976-65.3% | $13,708-62.1% | $12,562-58.6% |