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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 | $83,947 | $160,028-47.5% | $147,080-42.9% | $145,884-42.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 8.00% | 98.60%-90.6pp | 420.17%-412.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $6,022 | $5,286+13.9% | $4,933+22.1% | $4,662+29.2% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,922 | $15,030+5.9% | $12,989+22.6% | $13,392+18.9% |