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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 | $38,441 | $160,070-76.0% | $147,117-73.9% | $145,897-73.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 8.25% | 98.69%-90.4pp | 420.54%-412.3pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,237 | $5,285-76.6% | $4,932-74.9% | $4,663-73.5% |
| Participant deferral / active EE | $2,268 | $8,419-73.1% | $8,065-71.9% | $6,689-66.1% |
| Admin fee / account holder | $1,936 | $15,035-87.1% | $12,993-85.1% | $13,390-85.5% |