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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 | $44,825 | $159,978-72.0% | $147,041-69.5% | $145,978-69.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 7.00% | 98.36%-91.4pp | 419.21%-412.2pp | 550.52%-543.5pp |
| Employer contribution / active EE | $1,557 | $5,288-70.6% | $4,935-68.5% | $4,662-66.6% |
| Participant deferral / active EE | $2,466 | $8,429-70.7% | $8,071-69.4% | $6,690-63.1% |
| Admin fee / account holder | $1,825 | $15,053-87.9% | $13,006-86.0% | $13,400-86.4% |