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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 | $33,775 | $156,398-78.4% | $147,318-77.1% | $138,895-75.7% |
| Participation rate | 84.2% | 83.8%+0.5pp | 82.1%+2.1pp | 79.9%+4.3pp |
| Annual return | 7.10% | 78.75%-71.6pp | 70.43%-63.3pp | 145.39%-138.3pp |
| Employer contribution / active EE | $1,628 | $4,853-66.5% | $4,593-64.6% | $4,194-61.2% |
| Participant deferral / active EE | $2,398 | $8,237-70.9% | $7,906-69.7% | $6,396-62.5% |
| Admin fee / account holder | $5,982 | $14,976-60.1% | $13,708-56.4% | $12,562-52.4% |