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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 | $52,170 | $150,447-65.3% | $136,298-61.7% | $147,586-64.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.29% | 1049.15%-1044.9pp | 5156.27%-5152.0pp | 578.59%-574.3pp |
| Employer contribution / active EE | $2,129 | $5,256-59.5% | $4,696-54.7% | $4,876-56.3% |
| Participant deferral / active EE | $1,740 | $6,631-73.8% | $6,247-72.1% | $5,439-68.0% |
| Admin fee / account holder | $2,000 | $10,906-81.7% | $9,244-78.4% | $10,886-81.6% |