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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 | $70,372 | $202,345-65.2% | $172,755-59.3% | $152,885-54.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.69% | 1029.77%-1023.1pp | 802.94%-796.2pp | 345.39%-338.7pp |
| Employer contribution / active EE | $4,420 | $5,858-24.5% | $5,144-14.1% | $4,763-7.2% |
| Participant deferral / active EE | $1,170 | $5,948-80.3% | $5,198-77.5% | $5,851-80.0% |
| Admin fee / account holder | $1,737 | $17,111-89.8% | $13,955-87.5% | $11,598-85.0% |