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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 | $39,621 | $183,988-78.5% | $162,177-75.6% | $152,897-74.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 1.72% | 150.79%-149.1pp | 115.60%-113.9pp | 345.43%-343.7pp |
| Employer contribution / active EE | $1,473 | $6,370-76.9% | $5,613-73.8% | $4,764-69.1% |
| Participant deferral / active EE | $1,762 | $8,032-78.1% | $7,297-75.9% | $5,851-69.9% |
| Admin fee / account holder | $1,555 | $13,123-88.2% | $10,843-85.7% | $11,599-86.6% |