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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 | $85,367 | $150,447-43.3% | $136,298-37.4% | $147,586-42.2% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 10.02% | 1049.15%-1039.1pp | 5156.27%-5146.2pp | 578.59%-568.6pp |
| Employer contribution / active EE | $901 | $5,256-82.9% | $4,696-80.8% | $4,876-81.5% |
| Participant deferral / active EE | $2,087 | $6,631-68.5% | $6,247-66.6% | $5,439-61.6% |
| Admin fee / account holder | $6,242 | $10,906-42.8% | $9,244-32.5% | $10,886-42.7% |