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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 | $18,782 | $148,623-87.4% | $135,974-86.2% | $139,466-86.5% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 8.19% | 79.30%-71.1pp | 68.30%-60.1pp | 373.66%-365.5pp |
| Employer contribution / active EE | $1,534 | $5,246-70.8% | $4,859-68.4% | $4,754-67.7% |
| Participant deferral / active EE | $2,388 | $8,103-70.5% | $7,760-69.2% | $6,712-64.4% |
| Admin fee / account holder | $2,523 | $12,406-79.7% | $10,767-76.6% | $11,409-77.9% |