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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 | $70,841 | $209,425-66.2% | $178,499-60.3% | $158,966-55.4% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 5.36% | 188.80%-183.4pp | 151.10%-145.7pp | 302.95%-297.6pp |
| Employer contribution / active EE | $1,522 | $5,707-73.3% | $5,011-69.6% | $4,762-68.0% |
| Participant deferral / active EE | $1,566 | $5,955-73.7% | $5,202-69.9% | $5,983-73.8% |
| Admin fee / account holder | $2,452 | $17,078-85.6% | $13,986-82.5% | $11,250-78.2% |