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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 | $84,066 | $106,008-20.7% | $92,240-8.9% | $147,586-43.0% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 9.49% | 50.05%-40.6pp | 176.29%-166.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $2,384 | $4,333-45.0% | $3,680-35.2% | $4,876-51.1% |
| Participant deferral / active EE | $874 | $4,478-80.5% | $3,897-77.6% | $5,439-83.9% |
| Admin fee / account holder | $7,039 | $6,333+11.1% | $5,194+35.5% | $10,886-35.3% |