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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 | $160,040-80.2% | $147,096-78.4% | $145,877-78.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 5.52% | 98.49%-93.0pp | 419.75%-414.2pp | 551.28%-545.8pp |
| Employer contribution / active EE | $1,283 | $5,289-75.7% | $4,936-74.0% | $4,663-72.5% |
| Participant deferral / active EE | $1,708 | $8,429-79.7% | $8,071-78.8% | $6,691-74.5% |
| Admin fee / account holder | $1,888 | $15,050-87.5% | $13,005-85.5% | $13,402-85.9% |