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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 | $23,829 | $160,070-85.1% | $147,117-83.8% | $145,897-83.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.60% | 98.69%-91.1pp | 420.54%-412.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,955 | $5,285-63.0% | $4,932-60.4% | $4,663-58.1% |
| Participant deferral / active EE | $2,035 | $8,419-75.8% | $8,065-74.8% | $6,689-69.6% |
| Admin fee / account holder | $1,146 | $15,035-92.4% | $12,993-91.2% | $13,390-91.4% |