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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 | $84,110 | $156,398-46.2% | $147,318-42.9% | $138,895-39.4% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 11.89% | 78.75%-66.9pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,798 | $4,853-63.0% | $4,593-60.9% | $4,194-57.1% |
| Participant deferral / active EE | $2,039 | $8,237-75.2% | $7,906-74.2% | $6,396-68.1% |
| Admin fee / account holder | $49,007 | $14,976+227.2% | $13,708+257.5% | $12,562+290.1% |