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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 | $111,290 | $202,342-45.0% | $172,752-35.6% | $152,897-27.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 4.23% | 1029.83%-1025.6pp | 802.97%-798.7pp | 345.43%-341.2pp |
| Employer contribution / active EE | $4,264 | $5,858-27.2% | $5,144-17.1% | $4,764-10.5% |
| Participant deferral / active EE | $1,300 | $5,948-78.1% | $5,198-75.0% | $5,851-77.8% |
| Admin fee / account holder | $10,638 | $17,111-37.8% | $13,955-23.8% | $11,599-8.3% |