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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 | $38,335 | $178,174-78.5% | $156,181-75.5% | $137,256-72.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 5.59% | 84.19%-78.6pp | 64.87%-59.3pp | 220.34%-214.8pp |
| Employer contribution / active EE | $1,289 | $4,972-74.1% | $4,294-70.0% | $4,156-69.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $387 | $17,404-97.8% | $14,586-97.3% | $12,270-96.8% |