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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 | $65,470 | $197,625-66.9% | $177,840-63.2% | $158,966-58.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 3.94% | 58.76%-54.8pp | 48.32%-44.4pp | 302.95%-299.0pp |
| Employer contribution / active EE | $1,855 | $6,698-72.3% | $5,919-68.7% | $4,762-61.1% |
| Participant deferral / active EE | $2,280 | $8,405-72.9% | $7,714-70.4% | $5,983-61.9% |
| Admin fee / account holder | $2,699 | $15,405-82.5% | $12,431-78.3% | $11,250-76.0% |