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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 | $39,214 | $150,447-73.9% | $136,298-71.2% | $147,586-73.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 5.60% | 1049.15%-1043.6pp | 5156.27%-5150.7pp | 578.59%-573.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $891 | $6,631-86.6% | $6,247-85.7% | $5,439-83.6% |
| Admin fee / account holder | $12,151 | $10,906+11.4% | $9,244+31.5% | $10,886+11.6% |