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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 | $107,817 | $202,342-46.7% | $172,752-37.6% | $152,897-29.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.61% | 1029.83%-1024.2pp | 802.97%-797.4pp | 345.43%-339.8pp |
| Employer contribution / active EE | $2,865 | $5,858-51.1% | $5,144-44.3% | $4,764-39.9% |
| Participant deferral / active EE | $1,928 | $5,948-67.6% | $5,198-62.9% | $5,851-67.1% |
| Admin fee / account holder | $7,394 | $17,111-56.8% | $13,955-47.0% | $11,599-36.3% |