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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 | $66,954 | $176,105-62.0% | $159,474-58.0% | $167,536-60.0% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 5.36% | 331.91%-326.6pp | 263.68%-258.3pp | 478.82%-473.5pp |
| Employer contribution / active EE | $12,353 | $5,299+133.1% | $4,831+155.7% | $4,839+155.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,307 | $12,559-81.6% | $10,802-78.6% | $12,315-81.3% |