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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 | $45,395 | $175,231-74.1% | $149,696-69.7% | $139,466-67.5% |
| Participation rate | 76.2% | 83.4%-7.2pp | 78.8%-2.6pp | 80.3%-4.1pp |
| Annual return | 10.37% | 166.77%-156.4pp | 134.46%-124.1pp | 373.66%-363.3pp |
| Employer contribution / active EE | $1,176 | $5,478-78.5% | $4,821-75.6% | $4,754-75.3% |
| Participant deferral / active EE | $1,870 | $6,521-71.3% | $5,682-67.1% | $6,712-72.1% |
| Admin fee / account holder | $2,963 | $16,155-81.7% | $13,212-77.6% | $11,409-74.0% |