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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 | $72,959 | $129,737-43.8% | $119,126-38.8% | $154,746-52.9% |
| Participation rate | 73.7% | 78.9%-5.2pp | 75.8%-2.1pp | 80.7%-7.0pp |
| Annual return | 4.83% | 379.08%-374.3pp | 282.11%-277.3pp | 172.34%-167.5pp |
| Employer contribution / active EE | $1,053 | $4,375-75.9% | $4,034-73.9% | $4,379-76.0% |
| Participant deferral / active EE | $1,504 | $5,842-74.3% | $5,318-71.7% | $6,730-77.7% |
| Admin fee / account holder | $25,920 | $11,961+116.7% | $10,693+142.4% | $14,365+80.4% |