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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 | $86,498 | $172,111-49.7% | $150,298-42.4% | $137,256-37.0% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 8.68% | 69.37%-60.7pp | 62.79%-54.1pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,176 | $4,636-74.6% | $4,154-71.7% | $4,156-71.7% |
| Participant deferral / active EE | $1,597 | $6,166-74.1% | $5,453-70.7% | $6,407-75.1% |
| Admin fee / account holder | $476 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |