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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 | $56,774 | $171,867-67.0% | $149,721-62.1% | $147,586-61.5% |
| Participation rate | 76.5% | 88.2%-11.7pp | 87.1%-10.6pp | 82.8%-6.4pp |
| Annual return | 8.89% | 2113.36%-2104.5pp | 1501.67%-1492.8pp | 578.59%-569.7pp |
| Employer contribution / active EE | $1,529 | $6,275-75.6% | $5,444-71.9% | $4,876-68.6% |
| Participant deferral / active EE | $2,416 | $7,270-66.8% | $6,568-63.2% | $5,439-55.6% |
| Admin fee / account holder | $1,826 | $13,799-86.8% | $11,282-83.8% | $10,886-83.2% |