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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 | $90,327 | $102,382-11.8% | $147,005-38.6% | $80,874+11.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 8.74% | 134.89%-126.2pp | 418.76%-410.0pp | 35.62%-26.9pp |
| Employer contribution / active EE | $3,088 | $3,715-16.9% | $4,934-37.4% | $2,756+12.1% |
| Participant deferral / active EE | $2,493 | $6,646-62.5% | $8,070-69.1% | $4,297-42.0% |
| Admin fee / account holder | $10,349 | $7,942+30.3% | $13,006-20.4% | $6,935+49.2% |