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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 | $117,735 | $148,623-20.8% | $135,974-13.4% | $139,466-15.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 9.65% | 79.30%-69.6pp | 68.30%-58.7pp | 373.66%-364.0pp |
| Employer contribution / active EE | $1,811 | $5,246-65.5% | $4,859-62.7% | $4,754-61.9% |
| Participant deferral / active EE | $2,264 | $8,103-72.1% | $7,760-70.8% | $6,712-66.3% |
| Admin fee / account holder | $2,293 | $12,406-81.5% | $10,767-78.7% | $11,409-79.9% |