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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 | $24,658 | $166,268-85.2% | $165,100-85.1% | $145,897-83.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 8.44% | 100.52%-92.1pp | 70.21%-61.8pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,234 | $5,284-76.7% | $4,348-71.6% | $4,663-73.5% |
| Participant deferral / active EE | $1,718 | $6,964-75.3% | $6,035-71.5% | $6,689-74.3% |
| Admin fee / account holder | $9,361 | $16,659-43.8% | $12,696-26.3% | $13,390-30.1% |