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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 | $79,746 | $156,398-49.0% | $147,318-45.9% | $138,895-42.6% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 11.97% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,271 | $4,853-73.8% | $4,593-72.3% | $4,194-69.7% |
| Participant deferral / active EE | $1,939 | $8,237-76.5% | $7,906-75.5% | $6,396-69.7% |
| Admin fee / account holder | $2,685 | $14,976-82.1% | $13,708-80.4% | $12,562-78.6% |