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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 | $69,934 | $183,988-62.0% | $162,177-56.9% | $152,897-54.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 4.31% | 150.79%-146.5pp | 115.60%-111.3pp | 345.43%-341.1pp |
| Employer contribution / active EE | $5,012 | $6,370-21.3% | $5,613-10.7% | $4,764+5.2% |
| Participant deferral / active EE | $412 | $8,032-94.9% | $7,297-94.4% | $5,851-93.0% |
| Admin fee / account holder | $11,065 | $13,123-15.7% | $10,843+2.0% | $11,599-4.6% |