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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 | $160,040-66.4% | $147,096-63.5% | $145,877-63.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.46% | 98.49%-89.0pp | 419.75%-410.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $5,047 | $5,289-4.6% | $4,936+2.3% | $4,663+8.2% |
| Participant deferral / active EE | $1,993 | $8,429-76.4% | $8,071-75.3% | $6,691-70.2% |
| Admin fee / account holder | $46,842 | $15,050+211.2% | $13,005+260.2% | $13,402+249.5% |