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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 | $33,753 | $148,629-77.3% | $135,982-75.2% | $139,487-75.8% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 8.86% | 79.33%-70.5pp | 68.32%-59.5pp | 373.84%-365.0pp |
| Employer contribution / active EE | $1,092 | $5,247-79.2% | $4,859-77.5% | $4,755-77.0% |
| Participant deferral / active EE | $1,181 | $8,102-85.4% | $7,760-84.8% | $6,713-82.4% |
| Admin fee / account holder | $34,713 | $12,406+179.8% | $10,767+222.4% | $11,407+204.3% |