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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 | $84,772 | $157,296-46.1% | $141,191-40.0% | $152,897-44.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 10.25% | 64.34%-54.1pp | 71.41%-61.2pp | 345.43%-335.2pp |
| Employer contribution / active EE | $1,361 | $5,262-74.1% | $4,736-71.3% | $4,764-71.4% |
| Participant deferral / active EE | $2,105 | $7,111-70.4% | $6,710-68.6% | $5,851-64.0% |
| Admin fee / account holder | $79,965 | $12,125+559.5% | $10,264+679.1% | $11,599+589.4% |