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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 | $105,708 | $209,425-49.5% | $178,499-40.8% | $158,966-33.5% |
| Participation rate | 82.4% | 86.4%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 3.91% | 188.80%-184.9pp | 151.10%-147.2pp | 302.95%-299.0pp |
| Employer contribution / active EE | $3,740 | $5,707-34.5% | $5,011-25.4% | $4,762-21.5% |
| Participant deferral / active EE | $1,398 | $5,955-76.5% | $5,202-73.1% | $5,983-76.6% |
| Admin fee / account holder | $1,543 | $17,078-91.0% | $13,986-89.0% | $11,250-86.3% |