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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 | $92,830 | $70,366+31.9% | $66,674+39.2% | $138,895-33.2% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 10.37% | 386.41%-376.0pp | 321.24%-310.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $474 | $2,765-82.9% | $2,620-81.9% | $4,194-88.7% |
| Participant deferral / active EE | $458 | $4,374-89.5% | $4,084-88.8% | $6,396-92.8% |
| Admin fee / account holder | $1,000 | $5,262-81.0% | $5,098-80.4% | $12,562-92.0% |