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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 | $76,330 | $176,105-56.7% | $159,474-52.1% | $167,536-54.4% |
| Participation rate | 82.4% | 85.0%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 8.77% | 331.91%-323.1pp | 263.68%-254.9pp | 478.82%-470.0pp |
| Employer contribution / active EE | $1,404 | $5,299-73.5% | $4,831-70.9% | $4,839-71.0% |
| Participant deferral / active EE | $1,503 | $7,751-80.6% | $7,353-79.6% | $6,342-76.3% |
| Admin fee / account holder | $10,691 | $12,559-14.9% | $10,802-1.0% | $12,315-13.2% |