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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 | $64,884 | $212,386-69.5% | $199,883-67.5% | $138,895-53.3% |
| Participation rate | 90.5% | 87.4%+3.1pp | 86.8%+3.7pp | 79.9%+10.6pp |
| Annual return | 2.72% | 47.75%-45.0pp | 43.81%-41.1pp | 145.39%-142.7pp |
| Employer contribution / active EE | $1,845 | $6,625-72.2% | $6,261-70.5% | $4,194-56.0% |
| Participant deferral / active EE | $1,845 | $9,617-80.8% | $9,138-79.8% | $6,396-71.2% |
| Admin fee / account holder | $13,002 | $18,233-28.7% | $17,268-24.7% | $12,562+3.5% |