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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 | $55,133 | $129,737-57.5% | $119,126-53.7% | $154,746-64.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.24% | 379.08%-370.8pp | 282.11%-273.9pp | 172.34%-164.1pp |
| Employer contribution / active EE | $2,215 | $4,375-49.4% | $4,034-45.1% | $4,379-49.4% |
| Participant deferral / active EE | $1,824 | $5,842-68.8% | $5,318-65.7% | $6,730-72.9% |
| Admin fee / account holder | $9,185 | $11,961-23.2% | $10,693-14.1% | $14,365-36.1% |