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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 | $62,571 | $72,071-13.2% | $68,368-8.5% | $137,256-54.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 4.98% | 353.14%-348.2pp | 292.57%-287.6pp | 220.34%-215.4pp |
| Employer contribution / active EE | $4,988 | $2,788+78.9% | $2,649+88.3% | $4,156+20.0% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,617 | $5,336+5.3% | $5,150+9.1% | $12,270-54.2% |