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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 | $57,314 | $127,387-55.0% | $115,038-50.2% | $125,389-54.3% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | -10.91% | 31.28%-42.2pp | 26.14%-37.1pp | 282.24%-293.2pp |
| Employer contribution / active EE | $2,343 | $5,166-54.6% | $4,608-49.1% | $4,866-51.8% |
| Participant deferral / active EE | $1,819 | $6,423-71.7% | $6,026-69.8% | $5,352-66.0% |
| Admin fee / account holder | $625 | $9,516-93.4% | $8,175-92.4% | $9,541-93.4% |