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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 | $31,564 | $160,040-80.3% | $147,096-78.5% | $145,877-78.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.74% | 98.49%-89.8pp | 419.75%-411.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,654 | $5,289-68.7% | $4,936-66.5% | $4,663-64.5% |
| Participant deferral / active EE | $1,872 | $8,429-77.8% | $8,071-76.8% | $6,691-72.0% |
| Admin fee / account holder | $1,810 | $15,050-88.0% | $13,005-86.1% | $13,402-86.5% |