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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 | $46,434 | $176,120-73.6% | $159,487-70.9% | $167,553-72.3% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 8.29% | 331.95%-323.7pp | 263.71%-255.4pp | 478.89%-470.6pp |
| Employer contribution / active EE | $1,885 | $5,299-64.4% | $4,831-61.0% | $4,840-61.0% |
| Participant deferral / active EE | $2,185 | $7,752-71.8% | $7,354-70.3% | $6,343-65.6% |
| Admin fee / account holder | $419,181 | $12,561+3237.2% | $10,804+3780.0% | $12,316+3303.4% |