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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 | $68,866 | $160,070-57.0% | $147,117-53.2% | $145,897-52.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.79% | 98.69%-90.9pp | 420.54%-412.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $3,815 | $5,285-27.8% | $4,932-22.6% | $4,663-18.2% |
| Participant deferral / active EE | $954 | $8,419-88.7% | $8,065-88.2% | $6,689-85.7% |
| Admin fee / account holder | $33,720 | $15,035+124.3% | $12,993+159.5% | $13,390+151.8% |