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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 | $160,070-72.0% | $147,117-69.6% | $145,897-69.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 7.23% | 98.69%-91.5pp | 420.54%-413.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $5,230 | $5,285-1.0% | $4,932+6.0% | $4,663+12.2% |
| Participant deferral / active EE | $2,419 | $8,419-71.3% | $8,065-70.0% | $6,689-63.8% |
| Admin fee / account holder | $51,104 | $15,035+239.9% | $12,993+293.3% | $13,390+281.6% |