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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 | $72,515 | $160,028-54.7% | $147,080-50.7% | $145,884-50.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 8.47% | 98.60%-90.1pp | 420.17%-411.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,462 | $5,286-72.3% | $4,933-70.4% | $4,662-68.6% |
| Participant deferral / active EE | $2,414 | $8,422-71.3% | $8,066-70.1% | $6,690-63.9% |
| Admin fee / account holder | $1,048 | $15,030-93.0% | $12,989-91.9% | $13,392-92.2% |