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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 | $26,426 | $159,978-83.5% | $147,041-82.0% | $145,978-81.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 4.68% | 98.36%-93.7pp | 419.21%-414.5pp | 550.52%-545.8pp |
| Employer contribution / active EE | $6,628 | $5,288+25.3% | $4,935+34.3% | $4,662+42.2% |
| Participant deferral / active EE | $2,432 | $8,429-71.1% | $8,071-69.9% | $6,690-63.6% |
| Admin fee / account holder | $623 | $15,053-95.9% | $13,006-95.2% | $13,400-95.3% |