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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 | $27,507 | $162,136-83.0% | $152,301-81.9% | $154,746-82.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 9.80% | 91.02%-81.2pp | 80.50%-70.7pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,114 | $4,890-77.2% | $4,624-75.9% | $4,379-74.6% |
| Participant deferral / active EE | $1,973 | $8,341-76.3% | $8,004-75.4% | $6,730-70.7% |
| Admin fee / account holder | $141,899 | $15,759+800.4% | $14,398+885.6% | $14,365+887.8% |