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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 | $56,134 | $217,432-74.2% | $185,849-69.8% | $167,536-66.5% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 6.60% | 148.42%-141.8pp | 122.10%-115.5pp | 478.82%-472.2pp |
| Employer contribution / active EE | $1,470 | $5,875-75.0% | $5,169-71.6% | $4,839-69.6% |
| Participant deferral / active EE | $2,061 | $6,357-67.6% | $5,569-63.0% | $6,342-67.5% |
| Admin fee / account holder | $1,627 | $19,818-91.8% | $16,244-90.0% | $12,315-86.8% |