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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 | $39,145 | $184,000-78.7% | $162,185-75.9% | $152,909-74.4% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.5%+12.5pp |
| Annual return | 2.86% | 150.80%-147.9pp | 115.61%-112.7pp | 345.46%-342.6pp |
| Employer contribution / active EE | $2,043 | $6,370-67.9% | $5,613-63.6% | $4,764-57.1% |
| Participant deferral / active EE | $1,699 | $8,033-78.9% | $7,297-76.7% | $5,851-71.0% |
| Admin fee / account holder | $2,098 | $13,124-84.0% | $10,844-80.7% | $11,601-81.9% |