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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 | $91,491 | $108,942-16.0% | $100,415-8.9% | $145,897-37.3% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 4.02% | 58.27%-54.2pp | 49.47%-45.4pp | 552.29%-548.3pp |
| Employer contribution / active EE | $4,181 | $4,422-5.4% | $3,943+6.0% | $4,663-10.3% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $131,524 | $9,702+1255.7% | $7,906+1563.6% | $13,390+882.2% |