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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 | $103,614 | $111,535-7.1% | $105,223-1.5% | $137,256-24.5% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 80.0%+13.8pp |
| Annual return | 7.91% | 237.85%-229.9pp | 180.65%-172.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $2,852 | $3,939-27.6% | $3,689-22.7% | $4,156-31.4% |
| Participant deferral / active EE | $765 | $5,500-86.1% | $5,072-84.9% | $6,407-88.1% |
| Admin fee / account holder | $45,116 | $9,721+364.1% | $8,859+409.3% | $12,270+267.7% |