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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 | $69,418 | $72,426-4.2% | $67,560+2.8% | $145,897-52.4% |
| Participation rate | 76.9% | 76.9%0pp | 72.9%+4.0pp | 80.3%-3.4pp |
| Annual return | 7.87% | 7226.78%-7218.9pp | 3533.50%-3525.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $1,307 | $3,074-57.5% | $2,737-52.2% | $4,663-72.0% |
| Participant deferral / active EE | $138 | $4,785-97.1% | $4,004-96.5% | $6,689-97.9% |
| Admin fee / account holder | $2,873 | $5,514-47.9% | $3,994-28.1% | $13,390-78.5% |