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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 | $64,785 | $148,623-56.4% | $135,974-52.4% | $139,466-53.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 6.60% | 79.30%-72.7pp | 68.30%-61.7pp | 373.66%-367.1pp |
| Employer contribution / active EE | $1,025 | $5,246-80.5% | $4,859-78.9% | $4,754-78.4% |
| Participant deferral / active EE | $1,025 | $8,103-87.4% | $7,760-86.8% | $6,712-84.7% |
| Admin fee / account holder | $740 | $12,406-94.0% | $10,767-93.1% | $11,409-93.5% |