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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 | $79,215 | $166,131-52.3% | $164,975-52.0% | $145,877-45.7% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.6%-1.7pp | 80.3%-3.4pp |
| Annual return | 8.63% | 100.37%-91.7pp | 70.12%-61.5pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,270 | $5,276-75.9% | $4,343-70.8% | $4,663-72.8% |
| Participant deferral / active EE | $1,963 | $6,962-71.8% | $6,033-67.5% | $6,691-70.7% |
| Admin fee / account holder | $4,167 | $16,648-75.0% | $12,688-67.2% | $13,402-68.9% |