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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 | $108,916 | $154,228-29.4% | $145,433-25.1% | $137,256-20.6% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 8.55% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,037 | $4,804-78.4% | $4,554-77.2% | $4,156-75.1% |
| Participant deferral / active EE | $1,733 | $8,216-78.9% | $7,897-78.1% | $6,407-73.0% |
| Admin fee / account holder | $6,578 | $14,344-54.1% | $13,129-49.9% | $12,270-46.4% |