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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 | $108,494 | $124,175-12.6% | $108,405+0.1% | $167,536-35.2% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 9.50% | 1380.13%-1370.6pp | 905.55%-896.0pp | 478.82%-469.3pp |
| Employer contribution / active EE | $1,878 | $4,188-55.2% | $3,559-47.2% | $4,839-61.2% |
| Participant deferral / active EE | $2,235 | $6,908-67.7% | $6,563-65.9% | $6,342-64.8% |
| Admin fee / account holder | $1,300 | $9,457-86.3% | $7,297-82.2% | $12,315-89.4% |