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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 | $71,240 | $106,008-32.8% | $92,240-22.8% | $147,586-51.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 7.56% | 50.05%-42.5pp | 176.29%-168.7pp | 578.59%-571.0pp |
| Employer contribution / active EE | $2,229 | $4,333-48.6% | $3,680-39.4% | $4,876-54.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,113 | $6,333-82.4% | $5,194-78.6% | $10,886-89.8% |