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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 | $154,228-75.0% | $145,433-73.5% | $137,256-71.9% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 6.64% | 74.59%-68.0pp | 66.58%-59.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $1,944 | $4,804-59.5% | $4,554-57.3% | $4,156-53.2% |
| Participant deferral / active EE | $2,077 | $8,216-74.7% | $7,897-73.7% | $6,407-67.6% |
| Admin fee / account holder | $3,013 | $14,344-79.0% | $13,129-77.0% | $12,270-75.4% |