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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 | $70,132 | $171,865-59.2% | $149,718-53.2% | $147,585-52.5% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 5.60% | 2113.29%-2107.7pp | 1501.67%-1496.1pp | 578.56%-573.0pp |
| Employer contribution / active EE | $2,840 | $6,275-54.7% | $5,445-47.8% | $4,876-41.8% |
| Participant deferral / active EE | $1,869 | $7,270-74.3% | $6,569-71.6% | $5,439-65.6% |
| Admin fee / account holder | $633 | $13,799-95.4% | $11,283-94.4% | $10,885-94.2% |