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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 | $209,888-57.7% | $189,545-53.1% | $167,553-47.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.36% | 748.66%-746.3pp | 555.36%-553.0pp | 478.89%-476.5pp |
| Employer contribution / active EE | $2,882 | $6,915-58.3% | $6,162-53.2% | $4,840-40.5% |
| Participant deferral / active EE | $2,100 | $8,934-76.5% | $8,220-74.5% | $6,343-66.9% |
| Admin fee / account holder | $15,355 | $14,300+7.4% | $12,049+27.4% | $12,316+24.7% |