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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 | $31,721 | $160,070-80.2% | $147,117-78.4% | $145,897-78.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 5.52% | 98.69%-93.2pp | 420.54%-415.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $1,283 | $5,285-75.7% | $4,932-74.0% | $4,663-72.5% |
| Participant deferral / active EE | $1,708 | $8,419-79.7% | $8,065-78.8% | $6,689-74.5% |
| Admin fee / account holder | $1,888 | $15,035-87.4% | $12,993-85.5% | $13,390-85.9% |