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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 | $57,071 | $209,840-72.8% | $189,517-69.9% | $167,497-65.9% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 7.68% | 748.35%-740.7pp | 555.19%-547.5pp | 478.62%-470.9pp |
| Employer contribution / active EE | $1,714 | $6,914-75.2% | $6,162-72.2% | $4,838-64.6% |
| Participant deferral / active EE | $2,357 | $8,935-73.6% | $8,221-71.3% | $6,341-62.8% |
| Admin fee / account holder | $334 | $14,294-97.7% | $12,045-97.2% | $12,310-97.3% |