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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 | $66,406 | $212,386-68.7% | $199,883-66.8% | $138,895-52.2% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.8%-16.8pp | 79.9%-9.9pp |
| Annual return | 9.19% | 47.75%-38.6pp | 43.81%-34.6pp | 145.39%-136.2pp |
| Employer contribution / active EE | $1,758 | $6,625-73.5% | $6,261-71.9% | $4,194-58.1% |
| Participant deferral / active EE | $2,441 | $9,617-74.6% | $9,138-73.3% | $6,396-61.8% |
| Admin fee / account holder | $3,218 | $18,233-82.3% | $17,268-81.4% | $12,562-74.4% |