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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 | $25,815 | $160,040-83.9% | $147,096-82.5% | $145,877-82.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 2.55% | 98.49%-95.9pp | 419.75%-417.2pp | 551.28%-548.7pp |
| Employer contribution / active EE | $4,095 | $5,289-22.6% | $4,936-17.0% | $4,663-12.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,701 | $15,050+11.0% | $13,005+28.4% | $13,402+24.6% |