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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 | $50,644 | $198,457-74.5% | $170,435-70.3% | $147,586-65.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.52% | 257.30%-251.8pp | 205.94%-200.4pp | 578.59%-573.1pp |
| Employer contribution / active EE | $2,447 | $6,183-60.4% | $5,432-55.0% | $4,876-49.8% |
| Participant deferral / active EE | $1,786 | $5,629-68.3% | $4,939-63.8% | $5,439-67.2% |
| Admin fee / account holder | $16,757 | $16,852-0.6% | $13,881+20.7% | $10,886+53.9% |