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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 | $87,068 | $185,856-53.2% | $170,028-48.8% | $139,456-37.6% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 4.23% | 60.52%-56.3pp | 53.39%-49.2pp | 373.45%-369.2pp |
| Employer contribution / active EE | $3,122 | $7,593-58.9% | $6,788-54.0% | $4,753-34.3% |
| Participant deferral / active EE | $653 | $11,623-94.4% | $10,409-93.7% | $6,711-90.3% |
| Admin fee / account holder | $1,271 | $15,387-91.7% | $12,820-90.1% | $11,407-88.9% |