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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 | $130,880 | $202,342-35.3% | $172,752-24.2% | $152,897-14.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.30% | 1029.83%-1020.5pp | 802.97%-793.7pp | 345.43%-336.1pp |
| Employer contribution / active EE | $3,853 | $5,858-34.2% | $5,144-25.1% | $4,764-19.1% |
| Participant deferral / active EE | $1,818 | $5,948-69.4% | $5,198-65.0% | $5,851-68.9% |
| Admin fee / account holder | $5,933 | $17,111-65.3% | $13,955-57.5% | $11,599-48.9% |