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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 | $31,086 | $160,028-80.6% | $147,080-78.9% | $145,884-78.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.48% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,961 | $5,286-62.9% | $4,933-60.3% | $4,662-57.9% |
| Participant deferral / active EE | $1,525 | $8,422-81.9% | $8,066-81.1% | $6,690-77.2% |
| Admin fee / account holder | $318 | $15,030-97.9% | $12,989-97.6% | $13,392-97.6% |