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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 | $82,988 | $154,228-46.2% | $145,433-42.9% | $137,256-39.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 11.14% | 74.59%-63.5pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,057 | $4,804-78.0% | $4,554-76.8% | $4,156-74.6% |
| Participant deferral / active EE | $1,057 | $8,216-87.1% | $7,897-86.6% | $6,407-83.5% |
| Admin fee / account holder | $912 | $14,344-93.6% | $13,129-93.1% | $12,270-92.6% |