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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 | $73,975 | $157,304-53.0% | $141,197-47.6% | $152,909-51.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 12.05% | 64.34%-52.3pp | 71.41%-59.4pp | 345.46%-333.4pp |
| Employer contribution / active EE | $7,720 | $5,263+46.7% | $4,736+63.0% | $4,764+62.1% |
| Participant deferral / active EE | $1,046 | $7,111-85.3% | $6,710-84.4% | $5,851-82.1% |
| Admin fee / account holder | $8,434 | $12,126-30.5% | $10,265-17.8% | $11,601-27.3% |