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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 | $83,105 | $148,629-44.1% | $135,982-38.9% | $139,487-40.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.07% | 79.33%-73.3pp | 68.32%-62.3pp | 373.84%-367.8pp |
| Employer contribution / active EE | $1,558 | $5,247-70.3% | $4,859-67.9% | $4,755-67.2% |
| Participant deferral / active EE | $1,244 | $8,102-84.6% | $7,760-84.0% | $6,713-81.5% |
| Admin fee / account holder | $1,178 | $12,406-90.5% | $10,767-89.1% | $11,407-89.7% |