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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 | $48,580 | $176,105-72.4% | $159,474-69.5% | $167,536-71.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.12% | 331.91%-326.8pp | 263.68%-258.6pp | 478.82%-473.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,033 | $7,751-73.8% | $7,353-72.4% | $6,342-67.9% |
| Admin fee / account holder | $12,177 | $12,559-3.0% | $10,802+12.7% | $12,315-1.1% |