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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 | $24,929 | $159,934-84.4% | $147,005-83.0% | $145,959-82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.23% | 98.24%-90.0pp | 418.76%-410.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,640 | $5,287-69.0% | $4,934-66.8% | $4,661-64.8% |
| Participant deferral / active EE | $2,221 | $8,427-73.6% | $8,070-72.5% | $6,689-66.8% |
| Admin fee / account holder | $7,401 | $15,053-50.8% | $13,006-43.1% | $13,398-44.8% |