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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 | $227,291-74.1% | $214,702-72.6% | $155,188-62.1% |
| Participation rate | 76.9% | 88.0%-11.0pp | 87.5%-10.5pp | 80.8%-3.9pp |
| Annual return | 6.29% | 60.08%-53.8pp | 54.55%-48.3pp | 148.84%-142.5pp |
| Employer contribution / active EE | $1,673 | $6,772-75.3% | $6,461-74.1% | $4,248-60.6% |
| Participant deferral / active EE | $2,455 | $9,582-74.4% | $9,147-73.2% | $6,531-62.4% |
| Admin fee / account holder | $20,767 | $20,413+1.7% | $19,830+4.7% | $14,480+43.4% |