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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 | $160,028-55.5% | $147,080-51.5% | $145,884-51.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.85% | 98.60%-89.7pp | 420.17%-411.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,429 | $5,286-73.0% | $4,933-71.0% | $4,662-69.3% |
| Participant deferral / active EE | $1,429 | $8,422-83.0% | $8,066-82.3% | $6,690-78.6% |
| Admin fee / account holder | $3,446 | $15,030-77.1% | $12,989-73.5% | $13,392-74.3% |