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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 | $61,710 | $171,867-64.1% | $149,721-58.8% | $147,586-58.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 5.66% | 2113.36%-2107.7pp | 1501.67%-1496.0pp | 578.59%-572.9pp |
| Employer contribution / active EE | $1,533 | $6,275-75.6% | $5,444-71.8% | $4,876-68.6% |
| Participant deferral / active EE | $1,533 | $7,270-78.9% | $6,568-76.7% | $5,439-71.8% |
| Admin fee / account holder | $12,469 | $13,799-9.6% | $11,282+10.5% | $10,886+14.5% |