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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 | $38,572 | $162,136-76.2% | $152,301-74.7% | $154,746-75.1% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 6.64% | 91.02%-84.4pp | 80.50%-73.9pp | 172.34%-165.7pp |
| Employer contribution / active EE | $1,944 | $4,890-60.3% | $4,624-58.0% | $4,379-55.6% |
| Participant deferral / active EE | $2,077 | $8,341-75.1% | $8,004-74.1% | $6,730-69.1% |
| Admin fee / account holder | $3,013 | $15,759-80.9% | $14,398-79.1% | $14,365-79.0% |