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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 | $56,841 | $175,259-67.6% | $149,723-62.0% | $139,487-59.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 5.94% | 166.82%-160.9pp | 134.50%-128.6pp | 373.84%-367.9pp |
| Employer contribution / active EE | $5,653 | $5,478+3.2% | $4,821+17.3% | $4,755+18.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,392 | $16,158-85.2% | $13,215-81.9% | $11,407-79.0% |