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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 | $43,671 | $176,105-75.2% | $159,474-72.6% | $167,536-73.9% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 2.33% | 331.91%-329.6pp | 263.68%-261.3pp | 478.82%-476.5pp |
| Employer contribution / active EE | $1,389 | $5,299-73.8% | $4,831-71.2% | $4,839-71.3% |
| Participant deferral / active EE | $1,611 | $7,751-79.2% | $7,353-78.1% | $6,342-74.6% |
| Admin fee / account holder | $1,169 | $12,559-90.7% | $10,802-89.2% | $12,315-90.5% |