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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 | $56,458 | $183,978-69.3% | $162,171-65.2% | $152,885-63.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1.69% | 150.78%-149.1pp | 115.60%-113.9pp | 345.39%-343.7pp |
| Employer contribution / active EE | $8,198 | $6,370+28.7% | $5,613+46.1% | $4,763+72.1% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,993 | $13,122-46.7% | $10,843-35.5% | $11,598-39.7% |