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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 | $37,891 | $160,028-76.3% | $147,080-74.2% | $145,884-74.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.47% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,130 | $5,286-78.6% | $4,933-77.1% | $4,662-75.8% |
| Participant deferral / active EE | $2,339 | $8,422-72.2% | $8,066-71.0% | $6,690-65.0% |
| Admin fee / account holder | $35,894 | $15,030+138.8% | $12,989+176.3% | $13,392+168.0% |