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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 | $47,382 | $175,259-73.0% | $149,723-68.4% | $139,487-66.0% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 8.56% | 166.82%-158.3pp | 134.50%-125.9pp | 373.84%-365.3pp |
| Employer contribution / active EE | $3,367 | $5,478-38.5% | $4,821-30.2% | $4,755-29.2% |
| Participant deferral / active EE | $1,516 | $6,522-76.8% | $5,682-73.3% | $6,713-77.4% |
| Admin fee / account holder | $5,853 | $16,158-63.8% | $13,215-55.7% | $11,407-48.7% |