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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 | $27,183 | $176,120-84.6% | $159,487-83.0% | $167,553-83.8% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 5.44% | 331.95%-326.5pp | 263.71%-258.3pp | 478.89%-473.4pp |
| Employer contribution / active EE | $1,309 | $5,299-75.3% | $4,831-72.9% | $4,840-72.9% |
| Participant deferral / active EE | $1,318 | $7,752-83.0% | $7,354-82.1% | $6,343-79.2% |
| Admin fee / account holder | $3,446 | $12,561-72.6% | $10,804-68.1% | $12,316-72.0% |