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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 | $121,223 | $102,595+18.2% | $94,057+28.9% | $154,746-21.7% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 6.27% | 583.42%-577.1pp | 480.62%-474.4pp | 172.34%-166.1pp |
| Employer contribution / active EE | $3,808 | $3,147+21.0% | $2,933+29.8% | $4,379-13.0% |
| Participant deferral / active EE | $690 | $5,118-86.5% | $4,709-85.3% | $6,730-89.7% |
| Admin fee / account holder | $83,591 | $7,736+980.5% | $7,244+1053.9% | $14,365+481.9% |