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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 | $66,007 | $176,077-62.5% | $159,455-58.6% | $167,518-60.6% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 7.77% | 331.83%-324.1pp | 263.63%-255.9pp | 478.71%-470.9pp |
| Employer contribution / active EE | $5,786 | $5,298+9.2% | $4,830+19.8% | $4,838+19.6% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,974 | $12,556-68.3% | $10,800-63.2% | $12,312-67.7% |