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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 | $38,401 | $159,978-76.0% | $147,041-73.9% | $145,978-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.59% | 98.36%-88.8pp | 419.21%-409.6pp | 550.52%-540.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,249 | $8,429-73.3% | $8,071-72.1% | $6,690-66.4% |
| Admin fee / account holder | $1,032 | $15,053-93.1% | $13,006-92.1% | $13,400-92.3% |