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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 | $59,339 | $160,028-62.9% | $147,080-59.7% | $145,884-59.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 8.36% | 98.60%-90.2pp | 420.17%-411.8pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,037 | $5,286-80.4% | $4,933-79.0% | $4,662-77.8% |
| Participant deferral / active EE | $1,385 | $8,422-83.6% | $8,066-82.8% | $6,690-79.3% |
| Admin fee / account holder | $115,080 | $15,030+665.7% | $12,989+786.0% | $13,392+759.3% |