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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 | $52,195 | $209,336-75.1% | $197,124-73.5% | $137,256-62.0% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | -0.06% | 48.09%-48.2pp | 44.34%-44.4pp | 220.34%-220.4pp |
| Employer contribution / active EE | $2,971 | $6,591-54.9% | $6,227-52.3% | $4,156-28.5% |
| Participant deferral / active EE | $1,100 | $9,614-88.6% | $9,135-88.0% | $6,407-82.8% |
| Admin fee / account holder | $450 | $17,308-97.4% | $16,298-97.2% | $12,270-96.3% |