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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 | $70,640 | $202,342-65.1% | $172,752-59.1% | $152,897-53.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.62% | 1029.83%-1018.2pp | 802.97%-791.4pp | 345.43%-333.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,013 | $5,948-83.0% | $5,198-80.5% | $5,851-82.7% |
| Admin fee / account holder | $1,554 | $17,111-90.9% | $13,955-88.9% | $11,599-86.6% |