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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 | $70,800 | $183,968-61.5% | $162,166-56.3% | $152,870-53.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 10.76% | 150.77%-140.0pp | 115.59%-104.8pp | 345.34%-334.6pp |
| Employer contribution / active EE | $3,760 | $6,371-41.0% | $5,614-33.0% | $4,763-21.1% |
| Participant deferral / active EE | $650 | $8,034-91.9% | $7,298-91.1% | $5,850-88.9% |
| Admin fee / account holder | $1,560 | $13,121-88.1% | $10,842-85.6% | $11,597-86.6% |