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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 | $64,220 | $160,028-59.9% | $147,080-56.3% | $145,884-56.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.26% | 98.60%-90.3pp | 420.17%-411.9pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,879 | $5,286-45.5% | $4,933-41.6% | $4,662-38.2% |
| Participant deferral / active EE | $1,240 | $8,422-85.3% | $8,066-84.6% | $6,690-81.5% |
| Admin fee / account holder | $30,296 | $15,030+101.6% | $12,989+133.2% | $13,392+126.2% |