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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 | $66,464 | $111,535-40.4% | $105,223-36.8% | $137,256-51.6% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 9.29% | 237.85%-228.6pp | 180.65%-171.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $15,326 | $3,939+289.0% | $3,689+315.5% | $4,156+268.8% |
| Participant deferral / active EE | $1,015 | $5,500-81.5% | $5,072-80.0% | $6,407-84.2% |
| Admin fee / account holder | $8,242 | $9,721-15.2% | $8,859-7.0% | $12,270-32.8% |