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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 | $41,856 | $154,193-72.9% | $130,045-67.8% | $139,466-70.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 5.51% | 32.51%-27.0pp | -137.30%+142.8pp | 373.66%-368.2pp |
| Employer contribution / active EE | $1,490 | $5,292-71.8% | $4,321-65.5% | $4,754-68.6% |
| Participant deferral / active EE | $1,845 | $6,709-72.5% | $5,820-68.3% | $6,712-72.5% |
| Admin fee / account holder | $857 | $13,989-93.9% | $10,600-91.9% | $11,409-92.5% |