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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 | $56,274 | $162,136-65.3% | $152,301-63.1% | $154,746-63.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 11.03% | 91.02%-80.0pp | 80.50%-69.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $2,621 | $4,890-46.4% | $4,624-43.3% | $4,379-40.1% |
| Participant deferral / active EE | $149 | $8,341-98.2% | $8,004-98.1% | $6,730-97.8% |
| Admin fee / account holder | $1,123 | $15,759-92.9% | $14,398-92.2% | $14,365-92.2% |