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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 | $43,447 | $150,447-71.1% | $136,298-68.1% | $147,586-70.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 8.02% | 1049.15%-1041.1pp | 5156.27%-5148.2pp | 578.59%-570.6pp |
| Employer contribution / active EE | $1,374 | $5,256-73.9% | $4,696-70.7% | $4,876-71.8% |
| Participant deferral / active EE | $2,065 | $6,631-68.9% | $6,247-66.9% | $5,439-62.0% |
| Admin fee / account holder | $2,141 | $10,906-80.4% | $9,244-76.8% | $10,886-80.3% |