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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 | $112,859 | $154,228-26.8% | $145,433-22.4% | $137,256-17.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 1.53% | 74.59%-73.1pp | 66.58%-65.0pp | 220.34%-218.8pp |
| Employer contribution / active EE | $866 | $4,804-82.0% | $4,554-81.0% | $4,156-79.2% |
| Participant deferral / active EE | $300 | $8,216-96.3% | $7,897-96.2% | $6,407-95.3% |
| Admin fee / account holder | $16,113 | $14,344+12.3% | $13,129+22.7% | $12,270+31.3% |