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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 | $77,791 | $150,447-48.3% | $136,298-42.9% | $147,586-47.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 4.72% | 1049.15%-1044.4pp | 5156.27%-5151.6pp | 578.59%-573.9pp |
| Employer contribution / active EE | $1,176 | $5,256-77.6% | $4,696-75.0% | $4,876-75.9% |
| Participant deferral / active EE | $1,807 | $6,631-72.7% | $6,247-71.1% | $5,439-66.8% |
| Admin fee / account holder | $451 | $10,906-95.9% | $9,244-95.1% | $10,886-95.9% |