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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 | $49,601 | $160,070-69.0% | $147,117-66.3% | $145,897-66.0% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 9.39% | 98.69%-89.3pp | 420.54%-411.2pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,131 | $5,285-59.7% | $4,932-56.8% | $4,663-54.3% |
| Participant deferral / active EE | $2,316 | $8,419-72.5% | $8,065-71.3% | $6,689-65.4% |
| Admin fee / account holder | $3,804 | $15,035-74.7% | $12,993-70.7% | $13,390-71.6% |