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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 | $154,228-63.5% | $145,433-61.3% | $137,256-59.0% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 11.03% | 74.59%-63.6pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,621 | $4,804-45.4% | $4,554-42.5% | $4,156-36.9% |
| Participant deferral / active EE | $149 | $8,216-98.2% | $7,897-98.1% | $6,407-97.7% |
| Admin fee / account holder | $1,123 | $14,344-92.2% | $13,129-91.4% | $12,270-90.9% |