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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 | $55,046 | $209,422-73.7% | $178,503-69.2% | $158,982-65.4% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 0.15% | 188.81%-188.7pp | 151.12%-151.0pp | 302.99%-302.8pp |
| Employer contribution / active EE | $2,838 | $5,707-50.3% | $5,011-43.4% | $4,763-40.4% |
| Participant deferral / active EE | $1,369 | $5,955-77.0% | $5,202-73.7% | $5,983-77.1% |
| Admin fee / account holder | $795 | $17,079-95.3% | $13,987-94.3% | $11,252-92.9% |