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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 | $57,310 | $106,008-45.9% | $92,240-37.9% | $147,586-61.2% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 6.18% | 50.05%-43.9pp | 176.29%-170.1pp | 578.59%-572.4pp |
| Employer contribution / active EE | $1,113 | $4,333-74.3% | $3,680-69.8% | $4,876-77.2% |
| Participant deferral / active EE | $558 | $4,478-87.5% | $3,897-85.7% | $5,439-89.7% |
| Admin fee / account holder | $1,712 | $6,333-73.0% | $5,194-67.0% | $10,886-84.3% |