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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 | $17,345 | $108,911-84.1% | $100,392-82.7% | $145,884-88.1% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 8.25% | 58.23%-50.0pp | 49.45%-41.2pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,639 | $4,420-62.9% | $3,941-58.4% | $4,662-64.9% |
| Participant deferral / active EE | $1,639 | $8,459-80.6% | $8,090-79.7% | $6,690-75.5% |
| Admin fee / account holder | $1,136 | $9,698-88.3% | $7,904-85.6% | $13,392-91.5% |