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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 | $60,547 | $183,988-67.1% | $162,177-62.7% | $152,897-60.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 10.66% | 150.79%-140.1pp | 115.60%-104.9pp | 345.43%-334.8pp |
| Employer contribution / active EE | $1,433 | $6,370-77.5% | $5,613-74.5% | $4,764-69.9% |
| Participant deferral / active EE | $2,687 | $8,032-66.6% | $7,297-63.2% | $5,851-54.1% |
| Admin fee / account holder | $1,702 | $13,123-87.0% | $10,843-84.3% | $11,599-85.3% |