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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 | $43,614 | $88,778-50.9% | $81,844-46.7% | $145,884-70.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.02% | 1033.03%-1026.0pp | 778.87%-771.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $8,719 | $3,087+182.4% | $2,916+198.9% | $4,662+87.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,156 | $8,430-3.3% | $7,355+10.9% | $13,392-39.1% |