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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 | $79,718 | $90,538-12.0% | $88,457-9.9% | $154,746-48.5% |
| Participation rate | 75.0% | 80.9%-5.9pp | 78.6%-3.6pp | 80.7%-5.7pp |
| Annual return | 10.93% | 37.97%-27.0pp | 32.69%-21.8pp | 172.34%-161.4pp |
| Employer contribution / active EE | $3,358 | $4,914-31.7% | $4,681-28.3% | $4,379-23.3% |
| Participant deferral / active EE | $1,022 | $6,073-83.2% | $5,667-82.0% | $6,730-84.8% |
| Admin fee / account holder | $7,131 | $10,337-31.0% | $9,606-25.8% | $14,365-50.4% |