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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 | $68,519 | $68,097+0.6% | $62,929+8.9% | $137,256-50.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 9.96% | 1859.11%-1849.2pp | 1063.93%-1054.0pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,491 | $2,811-47.0% | $2,505-40.5% | $4,156-64.1% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,329 | $6,521-33.6% | $5,065-14.5% | $12,270-64.7% |