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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 | $112,551 | $157,296-28.4% | $141,191-20.3% | $152,897-26.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 4.60% | 64.34%-59.7pp | 71.41%-66.8pp | 345.43%-340.8pp |
| Employer contribution / active EE | $1,350 | $5,262-74.3% | $4,736-71.5% | $4,764-71.7% |
| Participant deferral / active EE | $1,401 | $7,111-80.3% | $6,710-79.1% | $5,851-76.0% |
| Admin fee / account holder | $784 | $12,125-93.5% | $10,264-92.4% | $11,599-93.2% |