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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 | $56,367 | $166,242-66.1% | $165,071-65.9% | $145,884-61.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.65% | 100.44%-91.8pp | 70.17%-61.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $4,407 | $5,283-16.6% | $4,347+1.4% | $4,662-5.5% |
| Participant deferral / active EE | $1,967 | $6,964-71.8% | $6,035-67.4% | $6,690-70.6% |
| Admin fee / account holder | $13,873 | $16,658-16.7% | $12,695+9.3% | $13,392+3.6% |