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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 | $84,103 | $105,145-20.0% | $94,664-11.2% | $139,466-39.7% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 11.64% | 38.09%-26.5pp | 156.84%-145.2pp | 373.66%-362.0pp |
| Employer contribution / active EE | $487 | $4,107-88.1% | $3,673-86.7% | $4,754-89.8% |
| Participant deferral / active EE | $1,160 | $7,599-84.7% | $7,417-84.4% | $6,712-82.7% |
| Admin fee / account holder | $10,940 | $8,972+21.9% | $7,222+51.5% | $11,409-4.1% |