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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 | $124,213-46.8% | $118,106-44.0% | $154,746-57.3% |
| Participation rate | 80.0% | 83.6%-3.6pp | 81.9%-1.9pp | 80.7%-0.7pp |
| Annual return | 7.11% | 18.29%-11.2pp | 19.44%-12.3pp | 172.34%-165.2pp |
| Employer contribution / active EE | $5,912 | $4,905+20.5% | $4,698+25.8% | $4,379+35.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $708 | $9,627-92.6% | $8,973-92.1% | $14,365-95.1% |