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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 | $58,766 | $209,336-71.9% | $197,124-70.2% | $137,256-57.2% |
| Participation rate | 76.9% | 87.3%-10.4pp | 86.7%-9.8pp | 80.0%-3.0pp |
| Annual return | 6.29% | 48.09%-41.8pp | 44.34%-38.1pp | 220.34%-214.1pp |
| Employer contribution / active EE | $1,673 | $6,591-74.6% | $6,227-73.1% | $4,156-59.7% |
| Participant deferral / active EE | $2,455 | $9,614-74.5% | $9,135-73.1% | $6,407-61.7% |
| Admin fee / account holder | $20,767 | $17,308+20.0% | $16,298+27.4% | $12,270+69.2% |