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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 | $80,680 | $165,381-51.2% | $149,730-46.1% | $158,966-49.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 4.08% | 348.29%-344.2pp | 276.70%-272.6pp | 302.95%-298.9pp |
| Employer contribution / active EE | $1,296 | $5,104-74.6% | $4,645-72.1% | $4,762-72.8% |
| Participant deferral / active EE | $1,508 | $7,182-79.0% | $6,843-78.0% | $5,983-74.8% |
| Admin fee / account holder | $619 | $10,809-94.3% | $9,310-93.3% | $11,250-94.5% |