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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 | $160,040-72.0% | $147,096-69.6% | $145,877-69.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 7.23% | 98.49%-91.3pp | 419.75%-412.5pp | 551.28%-544.1pp |
| Employer contribution / active EE | $5,230 | $5,289-1.1% | $4,936+6.0% | $4,663+12.2% |
| Participant deferral / active EE | $2,419 | $8,429-71.3% | $8,071-70.0% | $6,691-63.8% |
| Admin fee / account holder | $51,104 | $15,050+239.6% | $13,005+293.0% | $13,402+281.3% |