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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 | $76,288 | $209,874-63.7% | $189,537-59.8% | $167,536-54.5% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 8.40% | 748.61%-740.2pp | 555.34%-546.9pp | 478.82%-470.4pp |
| Employer contribution / active EE | $2,075 | $6,913-70.0% | $6,161-66.3% | $4,839-57.1% |
| Participant deferral / active EE | $3,186 | $8,934-64.3% | $8,220-61.2% | $6,342-49.8% |
| Admin fee / account holder | $387 | $14,299-97.3% | $12,048-96.8% | $12,315-96.9% |