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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 | $53,703 | $159,978-66.4% | $147,041-63.5% | $145,978-63.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.46% | 98.36%-88.9pp | 419.21%-409.8pp | 550.52%-541.1pp |
| Employer contribution / active EE | $5,047 | $5,288-4.6% | $4,935+2.3% | $4,662+8.3% |
| Participant deferral / active EE | $1,993 | $8,429-76.3% | $8,071-75.3% | $6,690-70.2% |
| Admin fee / account holder | $46,842 | $15,053+211.2% | $13,006+260.1% | $13,400+249.6% |