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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 | $223,823-73.7% | $211,142-72.2% | $154,746-62.0% |
| Participation rate | 76.9% | 87.9%-10.9pp | 87.3%-10.4pp | 80.7%-3.8pp |
| Annual return | 6.29% | 50.39%-44.1pp | 46.84%-40.5pp | 172.34%-166.0pp |
| Employer contribution / active EE | $1,673 | $6,787-75.3% | $6,442-74.0% | $4,379-61.8% |
| Participant deferral / active EE | $2,455 | $9,750-74.8% | $9,284-73.6% | $6,730-63.5% |
| Admin fee / account holder | $20,767 | $19,707+5.4% | $19,076+8.9% | $14,365+44.6% |