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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 | $156,398-30.4% | $147,318-26.1% | $138,895-21.6% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 8.55% | 78.75%-70.2pp | 70.43%-61.9pp | 145.39%-136.8pp |
| Employer contribution / active EE | $1,037 | $4,853-78.6% | $4,593-77.4% | $4,194-75.3% |
| Participant deferral / active EE | $1,733 | $8,237-79.0% | $7,906-78.1% | $6,396-72.9% |
| Admin fee / account holder | $6,578 | $14,976-56.1% | $13,708-52.0% | $12,562-47.6% |