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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 | $71,535 | $184,000-61.1% | $162,185-55.9% | $152,909-53.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 10.88% | 150.80%-139.9pp | 115.61%-104.7pp | 345.46%-334.6pp |
| Employer contribution / active EE | $5,559 | $6,370-12.7% | $5,613-1.0% | $4,764+16.7% |
| Participant deferral / active EE | $1,112 | $8,033-86.2% | $7,297-84.8% | $5,851-81.0% |
| Admin fee / account holder | $361 | $13,124-97.2% | $10,844-96.7% | $11,601-96.9% |