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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 | $43,999 | $202,342-78.3% | $172,752-74.5% | $152,897-71.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.62% | 1029.83%-1020.2pp | 802.97%-793.3pp | 345.43%-335.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $325 | $5,948-94.5% | $5,198-93.7% | $5,851-94.4% |
| Admin fee / account holder | $5,083 | $17,111-70.3% | $13,955-63.6% | $11,599-56.2% |