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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 | $159,978-87.2% | $147,041-86.1% | $145,978-86.0% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 9.19% | 98.36%-89.2pp | 419.21%-410.0pp | 550.52%-541.3pp |
| Employer contribution / active EE | $1,834 | $5,288-65.3% | $4,935-62.8% | $4,662-60.7% |
| Participant deferral / active EE | $2,004 | $8,429-76.2% | $8,071-75.2% | $6,690-70.0% |
| Admin fee / account holder | $890 | $15,053-94.1% | $13,006-93.2% | $13,400-93.4% |