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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 | $73,298 | $185,312-60.4% | $161,489-54.6% | $154,746-52.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 5.11% | 103.84%-98.7pp | 89.72%-84.6pp | 172.34%-167.2pp |
| Employer contribution / active EE | $4,783 | $4,769+0.3% | $4,268+12.1% | $4,379+9.2% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,903 | $18,654-89.8% | $16,006-88.1% | $14,365-86.8% |