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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 | $108,494 | $124,187-12.6% | $108,410+0.1% | $167,518-35.2% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 9.50% | 1379.80%-1370.3pp | 905.34%-895.8pp | 478.71%-469.2pp |
| Employer contribution / active EE | $1,878 | $4,187-55.1% | $3,558-47.2% | $4,838-61.2% |
| Participant deferral / active EE | $2,235 | $6,908-67.6% | $6,562-65.9% | $6,342-64.8% |
| Admin fee / account holder | $1,300 | $9,456-86.3% | $7,296-82.2% | $12,312-89.4% |