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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 | $159,978-76.0% | $147,041-73.9% | $145,978-73.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 8.25% | 98.36%-90.1pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $1,237 | $5,288-76.6% | $4,935-74.9% | $4,662-73.5% |
| Participant deferral / active EE | $2,268 | $8,429-73.1% | $8,071-71.9% | $6,690-66.1% |
| Admin fee / account holder | $1,936 | $15,053-87.1% | $13,006-85.1% | $13,400-85.6% |