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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 | $57,651 | $150,447-61.7% | $136,298-57.7% | $147,586-60.9% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 7.00% | 1049.15%-1042.2pp | 5156.27%-5149.3pp | 578.59%-571.6pp |
| Employer contribution / active EE | $3,616 | $5,256-31.2% | $4,696-23.0% | $4,876-25.9% |
| Participant deferral / active EE | $1,669 | $6,631-74.8% | $6,247-73.3% | $5,439-69.3% |
| Admin fee / account holder | $38,430 | $10,906+252.4% | $9,244+315.7% | $10,886+253.0% |