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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 | $55,331 | $183,988-69.9% | $162,177-65.9% | $152,897-63.8% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.5%+8.5pp |
| Annual return | 1.40% | 150.79%-149.4pp | 115.60%-114.2pp | 345.43%-344.0pp |
| Employer contribution / active EE | $3,067 | $6,370-51.8% | $5,613-45.4% | $4,764-35.6% |
| Participant deferral / active EE | $512 | $8,032-93.6% | $7,297-93.0% | $5,851-91.2% |
| Admin fee / account holder | $1,357 | $13,123-89.7% | $10,843-87.5% | $11,599-88.3% |