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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 | $117,480 | $144,130-18.5% | $117,861-0.3% | $147,586-20.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 4.57% | 531.20%-526.6pp | 335.11%-330.5pp | 578.59%-574.0pp |
| Employer contribution / active EE | $7,573 | $4,897+54.6% | $3,786+100.0% | $4,876+55.3% |
| Participant deferral / active EE | $1,136 | $5,316-78.6% | $4,482-74.6% | $5,439-79.1% |
| Admin fee / account holder | $2,493 | $10,887-77.1% | $8,021-68.9% | $10,886-77.1% |