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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 | $81,622 | $198,457-58.9% | $170,435-52.1% | $147,586-44.7% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 5.21% | 257.30%-252.1pp | 205.94%-200.7pp | 578.59%-573.4pp |
| Employer contribution / active EE | $9,222 | $6,183+49.1% | $5,432+69.8% | $4,876+89.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $60,552 | $16,852+259.3% | $13,881+336.2% | $10,886+456.2% |