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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 | $80,869 | $97,289-16.9% | $92,805-12.9% | $155,188-47.9% |
| Participation rate | 76.9% | 84.2%-7.3pp | 83.5%-6.6pp | 80.8%-3.9pp |
| Annual return | 3.00% | 29.03%-26.0pp | 31.59%-28.6pp | 148.84%-145.8pp |
| Employer contribution / active EE | $1,658 | $3,632-54.4% | $3,424-51.6% | $4,248-61.0% |
| Participant deferral / active EE | $2,443 | $8,795-72.2% | $8,448-71.1% | $6,531-62.6% |
| Admin fee / account holder | $15,103 | $12,015+25.7% | $10,911+38.4% | $14,480+4.3% |