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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 | $38,297 | $160,040-76.1% | $147,096-74.0% | $145,877-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.90% | 98.49%-92.6pp | 419.75%-413.8pp | 551.28%-545.4pp |
| Employer contribution / active EE | $1,616 | $5,289-69.4% | $4,936-67.3% | $4,663-65.3% |
| Participant deferral / active EE | $1,864 | $8,429-77.9% | $8,071-76.9% | $6,691-72.1% |
| Admin fee / account holder | $23,441 | $15,050+55.8% | $13,005+80.2% | $13,402+74.9% |