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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 | $79,528 | $160,070-50.3% | $147,117-45.9% | $145,897-45.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 5.31% | 98.69%-93.4pp | 420.54%-415.2pp | 552.29%-547.0pp |
| Employer contribution / active EE | $1,082 | $5,285-79.5% | $4,932-78.1% | $4,663-76.8% |
| Participant deferral / active EE | $1,994 | $8,419-76.3% | $8,065-75.3% | $6,689-70.2% |
| Admin fee / account holder | $63,554 | $15,035+322.7% | $12,993+389.2% | $13,390+374.6% |