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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 | $59,729 | $150,446-60.3% | $136,297-56.2% | $147,585-59.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.99% | 1049.14%-1039.2pp | 5156.19%-5146.2pp | 578.58%-568.6pp |
| Employer contribution / active EE | $1,396 | $5,256-73.4% | $4,696-70.3% | $4,876-71.4% |
| Participant deferral / active EE | $1,835 | $6,631-72.3% | $6,247-70.6% | $5,439-66.3% |
| Admin fee / account holder | $37,185 | $10,906+241.0% | $9,244+302.3% | $10,886+241.6% |