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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 | $176,120-62.5% | $159,487-58.6% | $167,553-60.6% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 7.77% | 331.95%-324.2pp | 263.71%-255.9pp | 478.89%-471.1pp |
| Employer contribution / active EE | $5,786 | $5,299+9.2% | $4,831+19.8% | $4,840+19.6% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,974 | $12,561-68.4% | $10,804-63.2% | $12,316-67.7% |