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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 | $131,634 | $176,120-25.3% | $159,487-17.5% | $167,553-21.4% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 1.29% | 331.95%-330.7pp | 263.71%-262.4pp | 478.89%-477.6pp |
| Employer contribution / active EE | $13,636 | $5,299+157.3% | $4,831+182.3% | $4,840+181.8% |
| Participant deferral / active EE | $1,536 | $7,752-80.2% | $7,354-79.1% | $6,343-75.8% |
| Admin fee / account holder | $55,113 | $12,561+338.8% | $10,804+410.1% | $12,316+347.5% |