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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 | $107,586 | $159,978-32.7% | $147,041-26.8% | $145,978-26.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.15% | 98.36%-90.2pp | 419.21%-411.1pp | 550.52%-542.4pp |
| Employer contribution / active EE | $1,370 | $5,288-74.1% | $4,935-72.2% | $4,662-70.6% |
| Participant deferral / active EE | $2,332 | $8,429-72.3% | $8,071-71.1% | $6,690-65.1% |
| Admin fee / account holder | $3,238 | $15,053-78.5% | $13,006-75.1% | $13,400-75.8% |