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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 | $79,616 | $202,342-60.7% | $172,752-53.9% | $152,897-47.9% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 5.50% | 1029.83%-1024.3pp | 802.97%-797.5pp | 345.43%-339.9pp |
| Employer contribution / active EE | $1,856 | $5,858-68.3% | $5,144-63.9% | $4,764-61.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $50,000 | $17,111+192.2% | $13,955+258.3% | $11,599+331.1% |