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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 | $23,489 | $156,398-85.0% | $147,318-84.1% | $138,895-83.1% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 9.92% | 78.75%-68.8pp | 70.43%-60.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,301 | $4,853-73.2% | $4,593-71.7% | $4,194-69.0% |
| Participant deferral / active EE | $2,021 | $8,237-75.5% | $7,906-74.4% | $6,396-68.4% |
| Admin fee / account holder | $18,007 | $14,976+20.2% | $13,708+31.4% | $12,562+43.3% |