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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 | $140,595 | $176,105-20.2% | $159,474-11.8% | $167,536-16.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.83% | 331.91%-322.1pp | 263.68%-253.8pp | 478.82%-469.0pp |
| Employer contribution / active EE | $3,029 | $5,299-42.8% | $4,831-37.3% | $4,839-37.4% |
| Participant deferral / active EE | $1,511 | $7,751-80.5% | $7,353-79.5% | $6,342-76.2% |
| Admin fee / account holder | $713 | $12,559-94.3% | $10,802-93.4% | $12,315-94.2% |