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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 | $37,044 | $176,105-79.0% | $159,474-76.8% | $167,536-77.9% |
| Participation rate | 73.9% | 85.0%-11.0pp | 82.8%-8.9pp | 82.1%-8.2pp |
| Annual return | 9.88% | 331.91%-322.0pp | 263.68%-253.8pp | 478.82%-468.9pp |
| Employer contribution / active EE | $1,570 | $5,299-70.4% | $4,831-67.5% | $4,839-67.6% |
| Participant deferral / active EE | $2,541 | $7,751-67.2% | $7,353-65.4% | $6,342-59.9% |
| Admin fee / account holder | $11,096 | $12,559-11.7% | $10,802+2.7% | $12,315-9.9% |