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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 | $71,391 | $171,867-58.5% | $149,716-52.3% | $147,585-51.6% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 1.40% | 2113.36%-2112.0pp | 1501.67%-1500.3pp | 578.58%-577.2pp |
| Employer contribution / active EE | $15,086 | $6,275+140.4% | $5,444+177.1% | $4,876+209.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $321 | $13,799-97.7% | $11,282-97.2% | $10,886-97.1% |