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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 | $93,430 | $202,342-53.8% | $172,752-45.9% | $152,897-38.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.50% | 1029.83%-1029.3pp | 802.97%-802.5pp | 345.43%-344.9pp |
| Employer contribution / active EE | $4,000 | $5,858-31.7% | $5,144-22.2% | $4,764-16.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,440 | $17,111-85.7% | $13,955-82.5% | $11,599-79.0% |