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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 | $132,077 | $184,000-28.2% | $162,185-18.6% | $152,909-13.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 3.51% | 150.80%-147.3pp | 115.61%-112.1pp | 345.46%-342.0pp |
| Employer contribution / active EE | $5,448 | $6,370-14.5% | $5,613-2.9% | $4,764+14.4% |
| Participant deferral / active EE | $1,872 | $8,033-76.7% | $7,297-74.3% | $5,851-68.0% |
| Admin fee / account holder | $2,681 | $13,124-79.6% | $10,844-75.3% | $11,601-76.9% |