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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 | $53,974 | $172,758-68.8% | $149,600-63.9% | $138,895-61.1% |
| Participation rate | 87.5% | 80.2%+7.3pp | 77.2%+10.3pp | 79.9%+7.6pp |
| Annual return | 8.91% | 181.17%-172.3pp | 129.59%-120.7pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,234 | $4,778-74.2% | $4,193-70.6% | $4,194-70.6% |
| Participant deferral / active EE | $1,935 | $8,180-76.3% | $7,203-73.1% | $6,396-69.7% |
| Admin fee / account holder | $729 | $17,615-95.9% | $13,963-94.8% | $12,562-94.2% |