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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 | $42,174 | $198,462-78.7% | $170,439-75.3% | $147,585-71.4% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 3.63% | 257.30%-253.7pp | 205.94%-202.3pp | 578.58%-575.0pp |
| Employer contribution / active EE | $3,606 | $6,184-41.7% | $5,433-33.6% | $4,876-26.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,401 | $16,852-85.8% | $13,881-82.7% | $10,886-77.9% |