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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 | $90,762 | $202,342-55.1% | $172,753-47.5% | $152,909-40.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.13% | 1029.88%-1019.7pp | 803.00%-792.9pp | 345.46%-335.3pp |
| Employer contribution / active EE | $2,252 | $5,857-61.6% | $5,144-56.2% | $4,764-52.7% |
| Participant deferral / active EE | $1,332 | $5,948-77.6% | $5,198-74.4% | $5,851-77.2% |
| Admin fee / account holder | $11,525 | $17,112-32.6% | $13,956-17.4% | $11,601-0.7% |