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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 | $129,987 | $165,399-21.4% | $149,745-13.2% | $158,982-18.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 4.89% | 348.34%-343.4pp | 276.72%-271.8pp | 302.99%-298.1pp |
| Employer contribution / active EE | $1,730 | $5,105-66.1% | $4,646-62.8% | $4,763-63.7% |
| Participant deferral / active EE | $1,807 | $7,183-74.8% | $6,843-73.6% | $5,983-69.8% |
| Admin fee / account holder | $170,942 | $10,811+1481.2% | $9,312+1735.8% | $11,252+1419.3% |