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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 | $52,770 | $176,688-70.1% | $130,660-59.6% | $152,897-65.5% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.5%+0.9pp |
| Annual return | 4.53% | 2693.08%-2688.6pp | 1709.29%-1704.8pp | 345.43%-340.9pp |
| Employer contribution / active EE | $2,223 | $5,743-61.3% | $4,092-45.7% | $4,764-53.3% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $702 | $7,131-90.2% | $5,463-87.2% | $11,599-93.9% |