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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 | $76,287 | $160,028-52.3% | $147,080-48.1% | $145,884-47.7% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 9.65% | 98.60%-89.0pp | 420.17%-410.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,608 | $5,286-69.6% | $4,933-67.4% | $4,662-65.5% |
| Participant deferral / active EE | $2,270 | $8,422-73.0% | $8,066-71.9% | $6,690-66.1% |
| Admin fee / account holder | $414 | $15,030-97.2% | $12,989-96.8% | $13,392-96.9% |