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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 | $42,791 | $171,865-75.1% | $149,718-71.4% | $147,585-71.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.15% | 2113.29%-2105.1pp | 1501.67%-1493.5pp | 578.56%-570.4pp |
| Employer contribution / active EE | $2,342 | $6,275-62.7% | $5,445-57.0% | $4,876-52.0% |
| Participant deferral / active EE | $965 | $7,270-86.7% | $6,569-85.3% | $5,439-82.3% |
| Admin fee / account holder | $13,954 | $13,799+1.1% | $11,283+23.7% | $10,885+28.2% |