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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 | $36,905 | $166,268-77.8% | $165,100-77.6% | $145,897-74.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 5.07% | 100.52%-95.5pp | 70.21%-65.1pp | 552.29%-547.2pp |
| Employer contribution / active EE | $2,011 | $5,284-61.9% | $4,348-53.7% | $4,663-56.9% |
| Participant deferral / active EE | $1,129 | $6,964-83.8% | $6,035-81.3% | $6,689-83.1% |
| Admin fee / account holder | $26,005 | $16,659+56.1% | $12,696+104.8% | $13,390+94.2% |