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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 | $96,312 | $160,040-39.8% | $147,096-34.5% | $145,877-34.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.22% | 98.49%-89.3pp | 419.75%-410.5pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,994 | $5,289-43.4% | $4,936-39.3% | $4,663-35.8% |
| Participant deferral / active EE | $2,505 | $8,429-70.3% | $8,071-69.0% | $6,691-62.6% |
| Admin fee / account holder | $83,052 | $15,050+451.8% | $13,005+538.6% | $13,402+519.7% |