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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 | $92,506 | $202,342-54.3% | $172,753-46.5% | $152,909-39.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.33% | 1029.88%-1019.5pp | 803.00%-792.7pp | 345.46%-335.1pp |
| Employer contribution / active EE | $4,223 | $5,857-27.9% | $5,144-17.9% | $4,764-11.3% |
| Participant deferral / active EE | $2,086 | $5,948-64.9% | $5,198-59.9% | $5,851-64.3% |
| Admin fee / account holder | $1,639 | $17,112-90.4% | $13,956-88.3% | $11,601-85.9% |