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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 | $44,068 | $157,296-72.0% | $141,191-68.8% | $152,897-71.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 9.74% | 64.34%-54.6pp | 71.41%-61.7pp | 345.43%-335.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $628 | $7,111-91.2% | $6,710-90.6% | $5,851-89.3% |
| Admin fee / account holder | $4,284 | $12,125-64.7% | $10,264-58.3% | $11,599-63.1% |