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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 | $31,856 | $110,379-71.1% | $102,412-68.9% | $145,884-78.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 7.65% | 24.84%-17.2pp | 24.94%-17.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $13,066 | $4,216+209.9% | $3,870+237.6% | $4,662+180.3% |
| Participant deferral / active EE | $108 | $5,622-98.1% | $5,060-97.9% | $6,690-98.4% |
| Admin fee / account holder | $19,794 | $9,745+103.1% | $8,388+136.0% | $13,392+47.8% |