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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 | $68,082 | $202,342-66.4% | $172,752-60.6% | $152,897-55.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 4.25% | 1029.83%-1025.6pp | 802.97%-798.7pp | 345.43%-341.2pp |
| Employer contribution / active EE | $1,291 | $5,858-78.0% | $5,144-74.9% | $4,764-72.9% |
| Participant deferral / active EE | $1,459 | $5,948-75.5% | $5,198-71.9% | $5,851-75.1% |
| Admin fee / account holder | $37,508 | $17,111+119.2% | $13,955+168.8% | $11,599+223.4% |