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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 | $110,324 | $159,978-31.0% | $147,041-25.0% | $145,978-24.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.37% | 98.36%-89.0pp | 419.21%-409.8pp | 550.52%-541.1pp |
| Employer contribution / active EE | $14,346 | $5,288+171.3% | $4,935+190.7% | $4,662+207.7% |
| Participant deferral / active EE | $2,271 | $8,429-73.1% | $8,071-71.9% | $6,690-66.1% |
| Admin fee / account holder | $9,266 | $15,053-38.4% | $13,006-28.8% | $13,400-30.9% |