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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 | $32,773 | $160,040-79.5% | $147,096-77.7% | $145,877-77.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.31% | 98.49%-90.2pp | 419.75%-411.4pp | 551.28%-543.0pp |
| Employer contribution / active EE | $5,222 | $5,289-1.3% | $4,936+5.8% | $4,663+12.0% |
| Participant deferral / active EE | $575 | $8,429-93.2% | $8,071-92.9% | $6,691-91.4% |
| Admin fee / account holder | $7,240 | $15,050-51.9% | $13,005-44.3% | $13,402-46.0% |