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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 | $25,593 | $99,011-74.2% | $86,582-70.4% | $147,586-82.7% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 4.88% | 1312.75%-1307.9pp | 965.08%-960.2pp | 578.59%-573.7pp |
| Employer contribution / active EE | $4,042 | $3,132+29.0% | $2,839+42.4% | $4,876-17.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,040 | $5,709+110.9% | $4,904+145.5% | $10,886+10.6% |