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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 | $72,813 | $154,228-52.8% | $145,433-49.9% | $137,256-47.0% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 5.61% | 74.59%-69.0pp | 66.58%-61.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $1,666 | $4,804-65.3% | $4,554-63.4% | $4,156-59.9% |
| Participant deferral / active EE | $619 | $8,216-92.5% | $7,897-92.2% | $6,407-90.3% |
| Admin fee / account holder | $8,085 | $14,344-43.6% | $13,129-38.4% | $12,270-34.1% |