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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 | $37,453 | $197,637-81.0% | $177,848-78.9% | $158,982-76.4% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.7%-8.8pp | 82.0%-3.0pp |
| Annual return | 5.99% | 58.77%-52.8pp | 48.33%-42.3pp | 302.99%-297.0pp |
| Employer contribution / active EE | $2,048 | $6,698-69.4% | $5,919-65.4% | $4,763-57.0% |
| Participant deferral / active EE | $1,262 | $8,405-85.0% | $7,714-83.6% | $5,983-78.9% |
| Admin fee / account holder | $605 | $15,406-96.1% | $12,431-95.1% | $11,252-94.6% |