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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 | $47,227 | $171,867-72.5% | $149,721-68.5% | $147,586-68.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.09% | 2113.36%-2107.3pp | 1501.67%-1495.6pp | 578.59%-572.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,714 | $7,270-76.4% | $6,568-73.9% | $5,439-68.5% |
| Admin fee / account holder | $2,014 | $13,799-85.4% | $11,282-82.1% | $10,886-81.5% |