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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 | $142,772 | $150,445-5.1% | $136,297+4.8% | $147,585-3.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.94% | 1049.14%-1045.2pp | 5156.16%-5152.2pp | 578.57%-574.6pp |
| Employer contribution / active EE | $2,494 | $5,256-52.6% | $4,696-46.9% | $4,876-48.9% |
| Participant deferral / active EE | $553 | $6,631-91.7% | $6,247-91.2% | $5,439-89.8% |
| Admin fee / account holder | $1,655 | $10,906-84.8% | $9,244-82.1% | $10,885-84.8% |