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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 | $71,270 | $159,978-55.4% | $147,041-51.5% | $145,978-51.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.85% | 98.36%-89.5pp | 419.21%-410.4pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,429 | $5,288-73.0% | $4,935-71.0% | $4,662-69.3% |
| Participant deferral / active EE | $1,429 | $8,429-83.0% | $8,071-82.3% | $6,690-78.6% |
| Admin fee / account holder | $3,446 | $15,053-77.1% | $13,006-73.5% | $13,400-74.3% |