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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 | $47,766 | $171,867-72.2% | $149,721-68.1% | $147,586-67.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.53% | 2113.36%-2107.8pp | 1501.67%-1496.1pp | 578.59%-573.1pp |
| Employer contribution / active EE | $3,973 | $6,275-36.7% | $5,444-27.0% | $4,876-18.5% |
| Participant deferral / active EE | $1,667 | $7,270-77.1% | $6,568-74.6% | $5,439-69.3% |
| Admin fee / account holder | $29,665 | $13,799+115.0% | $11,282+162.9% | $10,886+172.5% |