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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 | $14,579 | $106,247-86.3% | $96,515-84.9% | $139,466-89.5% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 5.45% | 38.47%-33.0pp | 35.73%-30.3pp | 373.66%-368.2pp |
| Employer contribution / active EE | $5,035 | $4,106+22.6% | $3,740+34.6% | $4,754+5.9% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $12,650 | $7,885+60.4% | $6,735+87.8% | $11,409+10.9% |