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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 | $50,823 | $159,934-68.2% | $147,005-65.4% | $145,959-65.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.99% | 98.24%-90.3pp | 418.76%-410.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $1,551 | $5,287-70.7% | $4,934-68.6% | $4,661-66.7% |
| Participant deferral / active EE | $433 | $8,427-94.9% | $8,070-94.6% | $6,689-93.5% |
| Admin fee / account holder | $1,386 | $15,053-90.8% | $13,006-89.3% | $13,398-89.7% |