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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 | $37,719 | $184,000-79.5% | $162,185-76.7% | $152,909-75.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.40% | 150.80%-142.4pp | 115.61%-107.2pp | 345.46%-337.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $744 | $8,033-90.7% | $7,297-89.8% | $5,851-87.3% |
| Admin fee / account holder | $1,534 | $13,124-88.3% | $10,844-85.9% | $11,601-86.8% |