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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 | $35,633 | $209,422-83.0% | $178,503-80.0% | $158,982-77.6% |
| Participation rate | 72.2% | 86.4%-14.1pp | 81.9%-9.7pp | 82.0%-9.7pp |
| Annual return | 2.94% | 188.81%-185.9pp | 151.12%-148.2pp | 302.99%-300.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $866 | $5,955-85.5% | $5,202-83.3% | $5,983-85.5% |
| Admin fee / account holder | $11,883 | $17,079-30.4% | $13,987-15.0% | $11,252+5.6% |