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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 | $19,738 | $57,330-65.6% | $86,656-77.2% | $75,177-73.7% |
| Participation rate | 79.3% | 63.2%+16.1pp | 71.7%+7.6pp | 67.2%+12.1pp |
| Annual return | 8.60% | 2675.40%-2666.8pp | 593.09%-584.5pp | 160.75%-152.2pp |
| Employer contribution / active EE | $2,119 | $2,316-8.5% | $3,025-30.0% | $2,671-20.7% |
| Participant deferral / active EE | $797 | $3,320-76.0% | $4,439-82.0% | $4,126-80.7% |
| Admin fee / account holder | $5,953 | $4,115+44.7% | $5,619+5.9% | $5,651+5.3% |