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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 | $43,522 | $88,710-50.9% | $81,783-46.8% | $145,959-70.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.69% | 1027.26%-1018.6pp | 775.05%-766.4pp | 561.95%-553.3pp |
| Employer contribution / active EE | $3,194 | $3,083+3.6% | $2,913+9.7% | $4,661-31.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,047 | $8,407-16.2% | $7,380-4.5% | $13,398-47.4% |