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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 | $46,123 | $223,823-79.4% | $211,142-78.2% | $154,746-70.2% |
| Participation rate | 70.8% | 87.9%-17.0pp | 87.3%-16.5pp | 80.7%-9.9pp |
| Annual return | 7.44% | 50.39%-43.0pp | 46.84%-39.4pp | 172.34%-164.9pp |
| Employer contribution / active EE | $2,034 | $6,787-70.0% | $6,442-68.4% | $4,379-53.6% |
| Participant deferral / active EE | $2,765 | $9,750-71.6% | $9,284-70.2% | $6,730-58.9% |
| Admin fee / account holder | $3,099 | $19,707-84.3% | $19,076-83.8% | $14,365-78.4% |