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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 | $20,483 | $160,040-87.2% | $147,096-86.1% | $145,877-86.0% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 9.19% | 98.49%-89.3pp | 419.75%-410.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,834 | $5,289-65.3% | $4,936-62.8% | $4,663-60.7% |
| Participant deferral / active EE | $2,004 | $8,429-76.2% | $8,071-75.2% | $6,691-70.0% |
| Admin fee / account holder | $890 | $15,050-94.1% | $13,005-93.2% | $13,402-93.4% |