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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 | $29,780 | $183,539-83.8% | $155,556-80.9% | $145,897-79.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.69% | 61.31%-53.6pp | 64.84%-57.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,092 | $5,315-79.5% | $4,675-76.6% | $4,663-76.6% |
| Participant deferral / active EE | $1,058 | $6,467-83.6% | $5,631-81.2% | $6,689-84.2% |
| Admin fee / account holder | $4,788 | $19,275-75.2% | $15,885-69.9% | $13,390-64.2% |