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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 | $91,335 | $227,291-59.8% | $214,702-57.5% | $155,188-41.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 5.91% | 60.08%-54.2pp | 54.55%-48.6pp | 148.84%-142.9pp |
| Employer contribution / active EE | $3,275 | $6,772-51.6% | $6,461-49.3% | $4,248-22.9% |
| Participant deferral / active EE | $3,118 | $9,582-67.5% | $9,147-65.9% | $6,531-52.3% |
| Admin fee / account holder | $1,699 | $20,413-91.7% | $19,830-91.4% | $14,480-88.3% |