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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 | $47,369 | $160,070-70.4% | $147,117-67.8% | $145,897-67.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.09% | 98.69%-91.6pp | 420.54%-413.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $3,261 | $5,285-38.3% | $4,932-33.9% | $4,663-30.1% |
| Participant deferral / active EE | $1,651 | $8,419-80.4% | $8,065-79.5% | $6,689-75.3% |
| Admin fee / account holder | $15,239 | $15,035+1.4% | $12,993+17.3% | $13,390+13.8% |