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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 | $46,329 | $165,351-72.0% | $149,710-69.1% | $158,931-70.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.82% | 348.19%-342.4pp | 276.63%-270.8pp | 302.86%-297.0pp |
| Employer contribution / active EE | $1,243 | $5,103-75.7% | $4,645-73.2% | $4,761-73.9% |
| Participant deferral / active EE | $823 | $7,181-88.5% | $6,842-88.0% | $5,982-86.2% |
| Admin fee / account holder | $812 | $10,807-92.5% | $9,309-91.3% | $11,247-92.8% |