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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 | $49,275 | $176,077-72.0% | $159,455-69.1% | $167,518-70.6% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 3.30% | 331.83%-328.5pp | 263.63%-260.3pp | 478.71%-475.4pp |
| Employer contribution / active EE | $2,319 | $5,298-56.2% | $4,830-52.0% | $4,838-52.1% |
| Participant deferral / active EE | $1,859 | $7,751-76.0% | $7,353-74.7% | $6,342-70.7% |
| Admin fee / account holder | $57,352 | $12,556+356.8% | $10,800+431.0% | $12,312+365.8% |