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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 | $30,214 | $114,119-73.5% | $107,187-71.8% | $138,895-78.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 79.9%+1.9pp |
| Annual return | 9.07% | 273.21%-264.1pp | 204.55%-195.5pp | 145.39%-136.3pp |
| Employer contribution / active EE | $2,727 | $4,059-32.8% | $3,782-27.9% | $4,194-35.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,544 | $10,024-84.6% | $9,162-83.1% | $12,562-87.7% |