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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 | $50,163 | $171,867-70.8% | $149,721-66.5% | $147,586-66.0% |
| Participation rate | 95.2% | 88.2%+7.1pp | 87.1%+8.2pp | 82.8%+12.4pp |
| Annual return | 6.58% | 2113.36%-2106.8pp | 1501.67%-1495.1pp | 578.59%-572.0pp |
| Employer contribution / active EE | $3,890 | $6,275-38.0% | $5,444-28.6% | $4,876-20.2% |
| Participant deferral / active EE | $1,897 | $7,270-73.9% | $6,568-71.1% | $5,439-65.1% |
| Admin fee / account holder | $1,076 | $13,799-92.2% | $11,282-90.5% | $10,886-90.1% |