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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 | $77,777 | $148,623-47.7% | $135,974-42.8% | $139,466-44.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 7.87% | 79.30%-71.4pp | 68.30%-60.4pp | 373.66%-365.8pp |
| Employer contribution / active EE | $1,561 | $5,246-70.2% | $4,859-67.9% | $4,754-67.2% |
| Participant deferral / active EE | $1,118 | $8,103-86.2% | $7,760-85.6% | $6,712-83.3% |
| Admin fee / account holder | $13,922 | $12,406+12.2% | $10,767+29.3% | $11,409+22.0% |