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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 | $30,981 | $176,077-82.4% | $159,455-80.6% | $167,518-81.5% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 6.80% | 331.83%-325.0pp | 263.63%-256.8pp | 478.71%-471.9pp |
| Employer contribution / active EE | $2,034 | $5,298-61.6% | $4,830-57.9% | $4,838-58.0% |
| Participant deferral / active EE | $2,144 | $7,751-72.3% | $7,353-70.8% | $6,342-66.2% |
| Admin fee / account holder | $69,623 | $12,556+454.5% | $10,800+544.6% | $12,312+465.5% |