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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 | $50,661 | $160,070-68.4% | $147,117-65.6% | $145,897-65.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.64% | 98.69%-90.1pp | 420.54%-411.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $2,725 | $5,285-48.4% | $4,932-44.8% | $4,663-41.6% |
| Participant deferral / active EE | $1,013 | $8,419-88.0% | $8,065-87.4% | $6,689-84.9% |
| Admin fee / account holder | $17,767 | $15,035+18.2% | $12,993+36.7% | $13,390+32.7% |