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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 | $47,227 | $150,442-68.6% | $136,295-65.3% | $147,585-68.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.42% | 1049.09%-1043.7pp | 5155.97%-5150.6pp | 578.56%-573.1pp |
| Employer contribution / active EE | $2,301 | $5,256-56.2% | $4,695-51.0% | $4,876-52.8% |
| Participant deferral / active EE | $1,251 | $6,630-81.1% | $6,247-80.0% | $5,439-77.0% |
| Admin fee / account holder | $3,145 | $10,905-71.2% | $9,243-66.0% | $10,885-71.1% |