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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 | $75,390 | $160,040-52.9% | $147,096-48.7% | $145,877-48.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.10% | 98.49%-89.4pp | 419.75%-410.6pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,773 | $5,289-47.6% | $4,936-43.8% | $4,663-40.5% |
| Participant deferral / active EE | $2,139 | $8,429-74.6% | $8,071-73.5% | $6,691-68.0% |
| Admin fee / account holder | $6,302 | $15,050-58.1% | $13,005-51.5% | $13,402-53.0% |