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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 | $45,730 | $171,867-73.4% | $149,716-69.5% | $147,585-69.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.49% | 2113.36%-2111.9pp | 1501.67%-1500.2pp | 578.58%-577.1pp |
| Employer contribution / active EE | $7,625 | $6,275+21.5% | $5,444+40.0% | $4,876+56.4% |
| Participant deferral / active EE | $1,365 | $7,270-81.2% | $6,568-79.2% | $5,439-74.9% |
| Admin fee / account holder | $16,373 | $13,799+18.7% | $11,282+45.1% | $10,886+50.4% |