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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 | $38,522 | $172,111-77.6% | $150,298-74.4% | $137,256-71.9% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 9.48% | 69.37%-59.9pp | 62.79%-53.3pp | 220.34%-210.9pp |
| Employer contribution / active EE | $880 | $4,636-81.0% | $4,154-78.8% | $4,156-78.8% |
| Participant deferral / active EE | $860 | $6,166-86.1% | $5,453-84.2% | $6,407-86.6% |
| Admin fee / account holder | $15,589 | $16,471-5.4% | $14,116+10.4% | $12,270+27.0% |