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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 | $67,041 | $112,915-40.6% | $90,965-26.3% | $158,950-57.8% |
| Participation rate | 95.2% | 74.7%+20.5pp | 69.0%+26.2pp | 82.0%+13.3pp |
| Annual return | 4.34% | 215.75%-211.4pp | 134.57%-130.2pp | 302.91%-298.6pp |
| Employer contribution / active EE | $2,381 | $2,894-17.7% | $2,122+12.2% | $4,762-50.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,375 | $8,044-8.3% | $5,960+23.7% | $11,248-34.4% |