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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 | $84,818 | $198,457-57.3% | $170,435-50.2% | $147,586-42.5% |
| Participation rate | 95.5% | 88.0%+7.5pp | 83.6%+11.9pp | 82.8%+12.6pp |
| Annual return | 5.95% | 257.30%-251.4pp | 205.94%-200.0pp | 578.59%-572.6pp |
| Employer contribution / active EE | $1,471 | $6,183-76.2% | $5,432-72.9% | $4,876-69.8% |
| Participant deferral / active EE | $1,549 | $5,629-72.5% | $4,939-68.6% | $5,439-71.5% |
| Admin fee / account holder | $3,460 | $16,852-79.5% | $13,881-75.1% | $10,886-68.2% |