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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 | $35,200 | $171,867-79.5% | $149,721-76.5% | $147,586-76.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.81% | 2113.36%-2110.6pp | 1501.67%-1498.9pp | 578.59%-575.8pp |
| Employer contribution / active EE | $1,976 | $6,275-68.5% | $5,444-63.7% | $4,876-59.5% |
| Participant deferral / active EE | $1,690 | $7,270-76.8% | $6,568-74.3% | $5,439-68.9% |
| Admin fee / account holder | $1,651 | $13,799-88.0% | $11,282-85.4% | $10,886-84.8% |