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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 | $25,888 | $157,304-83.5% | $141,197-81.7% | $152,909-83.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 13.78% | 64.34%-50.6pp | 71.41%-57.6pp | 345.46%-331.7pp |
| Employer contribution / active EE | $1,228 | $5,263-76.7% | $4,736-74.1% | $4,764-74.2% |
| Participant deferral / active EE | $2,165 | $7,111-69.6% | $6,710-67.7% | $5,851-63.0% |
| Admin fee / account holder | $16,613 | $12,126+37.0% | $10,265+61.8% | $11,601+43.2% |