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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 | $66,098 | $123,898-46.7% | $116,538-43.3% | $155,188-57.4% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.8%-0.8pp |
| Annual return | 7.11% | 16.04%-8.9pp | 17.97%-10.9pp | 148.84%-141.7pp |
| Employer contribution / active EE | $5,912 | $4,739+24.8% | $4,541+30.2% | $4,248+39.2% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $708 | $9,174-92.3% | $8,737-91.9% | $14,480-95.1% |