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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 | $84,643 | $183,988-54.0% | $162,177-47.8% | $152,897-44.6% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.5%+11.3pp |
| Annual return | 3.39% | 150.79%-147.4pp | 115.60%-112.2pp | 345.43%-342.0pp |
| Employer contribution / active EE | $6,391 | $6,370+0.3% | $5,613+13.9% | $4,764+34.2% |
| Participant deferral / active EE | $1,279 | $8,032-84.1% | $7,297-82.5% | $5,851-78.1% |
| Admin fee / account holder | $5,719 | $13,123-56.4% | $10,843-47.3% | $11,599-50.7% |