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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 | $30,808 | $209,425-85.3% | $178,499-82.7% | $158,966-80.6% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 2.27% | 188.80%-186.5pp | 151.10%-148.8pp | 302.95%-300.7pp |
| Employer contribution / active EE | $1,295 | $5,707-77.3% | $5,011-74.2% | $4,762-72.8% |
| Participant deferral / active EE | $1,885 | $5,955-68.3% | $5,202-63.8% | $5,983-68.5% |
| Admin fee / account holder | $16,867 | $17,078-1.2% | $13,986+20.6% | $11,250+49.9% |