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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 | $80,189 | $201,372-60.2% | $184,260-56.5% | $145,884-45.0% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 7.74% | 29.04%-21.3pp | 28.84%-21.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $8,639 | $7,024+23.0% | $6,427+34.4% | $4,662+85.3% |
| Participant deferral / active EE | $2,719 | $9,808-72.3% | $9,133-70.2% | $6,690-59.4% |
| Admin fee / account holder | $16,506 | $16,362+0.9% | $13,898+18.8% | $13,392+23.3% |