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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 | $86,449 | $183,988-53.0% | $162,177-46.7% | $152,897-43.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 7.02% | 150.79%-143.8pp | 115.60%-108.6pp | 345.43%-338.4pp |
| Employer contribution / active EE | $2,192 | $6,370-65.6% | $5,613-61.0% | $4,764-54.0% |
| Participant deferral / active EE | $2,754 | $8,032-65.7% | $7,297-62.3% | $5,851-52.9% |
| Admin fee / account holder | $2,986 | $13,123-77.2% | $10,843-72.5% | $11,599-74.3% |