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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 | $78,852 | $117,829-33.1% | $102,423-23.0% | $145,877-45.9% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 7.45% | 31.83%-24.4pp | 29.42%-22.0pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,471 | $3,615-59.3% | $3,023-51.4% | $4,663-68.5% |
| Participant deferral / active EE | $1,569 | $5,732-72.6% | $5,054-69.0% | $6,691-76.5% |
| Admin fee / account holder | $8,191 | $13,335-38.6% | $9,455-13.4% | $13,402-38.9% |