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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 | $75,249 | $209,422-64.1% | $178,503-57.8% | $158,982-52.7% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 4.92% | 188.81%-183.9pp | 151.12%-146.2pp | 302.99%-298.1pp |
| Employer contribution / active EE | $2,830 | $5,707-50.4% | $5,011-43.5% | $4,763-40.6% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $607 | $17,079-96.4% | $13,987-95.7% | $11,252-94.6% |