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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 | $109,553 | $183,988-40.5% | $162,177-32.4% | $152,897-28.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.91% | 150.79%-138.9pp | 115.60%-103.7pp | 345.43%-333.5pp |
| Employer contribution / active EE | $2,297 | $6,370-63.9% | $5,613-59.1% | $4,764-51.8% |
| Participant deferral / active EE | $2,368 | $8,032-70.5% | $7,297-67.6% | $5,851-59.5% |
| Admin fee / account holder | $5,591 | $13,123-57.4% | $10,843-48.4% | $11,599-51.8% |