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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 | $60,455 | $183,988-67.1% | $162,177-62.7% | $152,897-60.5% |
| Participation rate | 86.4% | 88.5%-2.1pp | 87.6%-1.2pp | 82.5%+3.9pp |
| Annual return | 2.42% | 150.79%-148.4pp | 115.60%-113.2pp | 345.43%-343.0pp |
| Employer contribution / active EE | $1,979 | $6,370-68.9% | $5,613-64.7% | $4,764-58.4% |
| Participant deferral / active EE | $1,145 | $8,032-85.7% | $7,297-84.3% | $5,851-80.4% |
| Admin fee / account holder | $1,267 | $13,123-90.3% | $10,843-88.3% | $11,599-89.1% |