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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 | $95,408 | $209,840-54.5% | $189,517-49.7% | $167,497-43.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.51% | 748.35%-742.8pp | 555.19%-549.7pp | 478.62%-473.1pp |
| Employer contribution / active EE | $2,402 | $6,914-65.3% | $6,162-61.0% | $4,838-50.3% |
| Participant deferral / active EE | $3,101 | $8,935-65.3% | $8,221-62.3% | $6,341-51.1% |
| Admin fee / account holder | $2,833 | $14,294-80.2% | $12,045-76.5% | $12,310-77.0% |