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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 | $34,444 | $184,000-81.3% | $162,185-78.8% | $152,909-77.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.30% | 150.80%-142.5pp | 115.61%-107.3pp | 345.46%-337.2pp |
| Employer contribution / active EE | $1,701 | $6,370-73.3% | $5,613-69.7% | $4,764-64.3% |
| Participant deferral / active EE | $2,098 | $8,033-73.9% | $7,297-71.3% | $5,851-64.2% |
| Admin fee / account holder | $15,532 | $13,124+18.3% | $10,844+43.2% | $11,601+33.9% |