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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 | $68,761 | $150,445-54.3% | $136,297-49.6% | $147,585-53.4% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 8.53% | 1049.14%-1040.6pp | 5156.16%-5147.6pp | 578.57%-570.0pp |
| Employer contribution / active EE | $1,791 | $5,256-65.9% | $4,696-61.9% | $4,876-63.3% |
| Participant deferral / active EE | $2,083 | $6,631-68.6% | $6,247-66.7% | $5,439-61.7% |
| Admin fee / account holder | $40,481 | $10,906+271.2% | $9,244+337.9% | $10,885+271.9% |