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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 | $46,199 | $209,888-78.0% | $189,545-75.6% | $167,553-72.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.75% | 748.66%-744.9pp | 555.36%-551.6pp | 478.89%-475.1pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,170 | $8,934-86.9% | $8,220-85.8% | $6,343-81.6% |
| Admin fee / account holder | $18,614 | $14,300+30.2% | $12,049+54.5% | $12,316+51.1% |