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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 | $44,752 | $159,934-72.0% | $147,005-69.6% | $145,959-69.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 7.23% | 98.24%-91.0pp | 418.76%-411.5pp | 561.95%-554.7pp |
| Employer contribution / active EE | $5,230 | $5,287-1.1% | $4,934+6.0% | $4,661+12.2% |
| Participant deferral / active EE | $2,419 | $8,427-71.3% | $8,070-70.0% | $6,689-63.8% |
| Admin fee / account holder | $51,104 | $15,053+239.5% | $13,006+292.9% | $13,398+281.4% |