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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 | $64,683 | $184,000-64.8% | $162,185-60.1% | $152,909-57.7% |
| Participation rate | 86.7% | 88.5%-1.8pp | 87.6%-0.9pp | 82.5%+4.2pp |
| Annual return | 3.46% | 150.80%-147.3pp | 115.61%-112.2pp | 345.46%-342.0pp |
| Employer contribution / active EE | $2,222 | $6,370-65.1% | $5,613-60.4% | $4,764-53.3% |
| Participant deferral / active EE | $2,422 | $8,033-69.9% | $7,297-66.8% | $5,851-58.6% |
| Admin fee / account holder | $24,410 | $13,124+86.0% | $10,844+125.1% | $11,601+110.4% |