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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 | $160,040-69.0% | $147,096-66.3% | $145,877-66.0% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 9.39% | 98.49%-89.1pp | 419.75%-410.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,131 | $5,289-59.7% | $4,936-56.8% | $4,663-54.3% |
| Participant deferral / active EE | $2,316 | $8,429-72.5% | $8,071-71.3% | $6,691-65.4% |
| Admin fee / account holder | $3,804 | $15,050-74.7% | $13,005-70.8% | $13,402-71.6% |