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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 | $49,293 | $104,520-52.8% | $76,823-35.8% | $152,885-67.8% |
| Participation rate | 75.0% | 76.6%-1.6pp | 72.1%+2.9pp | 82.5%-7.5pp |
| Annual return | 4.82% | 1014.03%-1009.2pp | 1166.42%-1161.6pp | 345.39%-340.6pp |
| Employer contribution / active EE | $476 | $3,117-84.7% | $2,302-79.3% | $4,763-90.0% |
| Participant deferral / active EE | $796 | $4,236-81.2% | $3,336-76.1% | $5,851-86.4% |
| Admin fee / account holder | $1,721 | $12,283-86.0% | $6,422-73.2% | $11,598-85.2% |