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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 | $38,763 | $150,447-74.2% | $136,298-71.6% | $147,586-73.7% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 7.83% | 1049.15%-1041.3pp | 5156.27%-5148.4pp | 578.59%-570.8pp |
| Employer contribution / active EE | $8,250 | $5,256+57.0% | $4,696+75.7% | $4,876+69.2% |
| Participant deferral / active EE | $2,046 | $6,631-69.1% | $6,247-67.3% | $5,439-62.4% |
| Admin fee / account holder | $1,610 | $10,906-85.2% | $9,244-82.6% | $10,886-85.2% |