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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 | $59,213 | $150,447-60.6% | $136,298-56.6% | $147,586-59.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.10% | 1049.15%-1040.1pp | 5156.27%-5147.2pp | 578.59%-569.5pp |
| Employer contribution / active EE | $1,423 | $5,256-72.9% | $4,696-69.7% | $4,876-70.8% |
| Participant deferral / active EE | $1,552 | $6,631-76.6% | $6,247-75.2% | $5,439-71.5% |
| Admin fee / account holder | $2,503 | $10,906-77.0% | $9,244-72.9% | $10,886-77.0% |