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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 | $78,647 | $185,905-57.7% | $170,057-53.8% | $139,487-43.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 3.39% | 60.56%-57.2pp | 53.42%-50.0pp | 373.84%-370.5pp |
| Employer contribution / active EE | $2,843 | $7,597-62.6% | $6,790-58.1% | $4,755-40.2% |
| Participant deferral / active EE | $1,800 | $11,627-84.5% | $10,411-82.7% | $6,713-73.2% |
| Admin fee / account holder | $9,107 | $15,397-40.9% | $12,826-29.0% | $11,407-20.2% |