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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 | $40,486 | $150,447-73.1% | $136,298-70.3% | $147,586-72.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 6.97% | 1049.15%-1042.2pp | 5156.27%-5149.3pp | 578.59%-571.6pp |
| Employer contribution / active EE | $1,489 | $5,256-71.7% | $4,696-68.3% | $4,876-69.5% |
| Participant deferral / active EE | $2,031 | $6,631-69.4% | $6,247-67.5% | $5,439-62.7% |
| Admin fee / account holder | $31,905 | $10,906+192.5% | $9,244+245.1% | $10,886+193.1% |