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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 | $17,156 | $111,535-84.6% | $105,223-83.7% | $137,256-87.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 4.42% | 237.85%-233.4pp | 180.65%-176.2pp | 220.34%-215.9pp |
| Employer contribution / active EE | $853 | $3,939-78.4% | $3,689-76.9% | $4,156-79.5% |
| Participant deferral / active EE | $1,385 | $5,500-74.8% | $5,072-72.7% | $6,407-78.4% |
| Admin fee / account holder | $128,151 | $9,721+1218.2% | $8,859+1346.6% | $12,270+944.4% |