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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 | $39,498 | $209,888-81.2% | $189,545-79.2% | $167,553-76.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.10% | 748.66%-742.6pp | 555.36%-549.3pp | 478.89%-472.8pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,433 | $8,934-84.0% | $8,220-82.6% | $6,343-77.4% |
| Admin fee / account holder | $5,137 | $14,300-64.1% | $12,049-57.4% | $12,316-58.3% |