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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 | $83,975 | $162,136-48.2% | $152,301-44.9% | $154,746-45.7% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 7.41% | 91.02%-83.6pp | 80.50%-73.1pp | 172.34%-164.9pp |
| Employer contribution / active EE | $2,424 | $4,890-50.4% | $4,624-47.6% | $4,379-44.7% |
| Participant deferral / active EE | $2,424 | $8,341-70.9% | $8,004-69.7% | $6,730-64.0% |
| Admin fee / account holder | $3,289 | $15,759-79.1% | $14,398-77.2% | $14,365-77.1% |