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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 | $160,028-57.0% | $147,080-53.2% | $145,884-52.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.79% | 98.60%-90.8pp | 420.17%-412.4pp | 551.85%-544.1pp |
| Employer contribution / active EE | $3,815 | $5,286-27.8% | $4,933-22.7% | $4,662-18.2% |
| Participant deferral / active EE | $954 | $8,422-88.7% | $8,066-88.2% | $6,690-85.7% |
| Admin fee / account holder | $33,720 | $15,030+124.3% | $12,989+159.6% | $13,392+151.8% |