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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 | $162,136-55.1% | $152,301-52.2% | $154,746-52.9% |
| Participation rate | 79.2% | 84.1%-4.9pp | 82.4%-3.3pp | 80.7%-1.5pp |
| Annual return | 5.61% | 91.02%-85.4pp | 80.50%-74.9pp | 172.34%-166.7pp |
| Employer contribution / active EE | $1,666 | $4,890-65.9% | $4,624-64.0% | $4,379-62.0% |
| Participant deferral / active EE | $619 | $8,341-92.6% | $8,004-92.3% | $6,730-90.8% |
| Admin fee / account holder | $8,085 | $15,759-48.7% | $14,398-43.8% | $14,365-43.7% |