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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 | $185,312-53.3% | $161,489-46.4% | $154,746-44.1% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 8.68% | 103.84%-95.2pp | 89.72%-81.0pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,176 | $4,769-75.4% | $4,268-72.5% | $4,379-73.2% |
| Participant deferral / active EE | $1,597 | $6,350-74.8% | $5,630-71.6% | $6,730-76.3% |
| Admin fee / account holder | $476 | $18,654-97.4% | $16,006-97.0% | $14,365-96.7% |