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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 | $88,857 | $209,840-57.7% | $189,517-53.1% | $167,497-46.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.36% | 748.35%-746.0pp | 555.19%-552.8pp | 478.62%-476.3pp |
| Employer contribution / active EE | $2,882 | $6,914-58.3% | $6,162-53.2% | $4,838-40.4% |
| Participant deferral / active EE | $2,100 | $8,935-76.5% | $8,221-74.5% | $6,341-66.9% |
| Admin fee / account holder | $15,355 | $14,294+7.4% | $12,045+27.5% | $12,310+24.7% |