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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 | $48,560 | $171,865-71.7% | $149,718-67.6% | $147,585-67.1% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 7.77% | 2113.29%-2105.5pp | 1501.67%-1493.9pp | 578.56%-570.8pp |
| Employer contribution / active EE | $3,875 | $6,275-38.2% | $5,445-28.8% | $4,876-20.5% |
| Participant deferral / active EE | $1,799 | $7,270-75.2% | $6,569-72.6% | $5,439-66.9% |
| Admin fee / account holder | $3,843 | $13,799-72.2% | $11,283-65.9% | $10,885-64.7% |