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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 | $36,643 | $209,425-82.5% | $178,499-79.5% | $158,966-76.9% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 3.30% | 188.80%-185.5pp | 151.10%-147.8pp | 302.95%-299.7pp |
| Employer contribution / active EE | $1,391 | $5,707-75.6% | $5,011-72.2% | $4,762-70.8% |
| Participant deferral / active EE | $1,869 | $5,955-68.6% | $5,202-64.1% | $5,983-68.8% |
| Admin fee / account holder | $7,476 | $17,078-56.2% | $13,986-46.5% | $11,250-33.5% |