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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 | $103,556 | $171,867-39.7% | $149,716-30.8% | $147,585-29.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.66% | 2113.36%-2104.7pp | 1501.67%-1493.0pp | 578.58%-569.9pp |
| Employer contribution / active EE | $1,845 | $6,275-70.6% | $5,444-66.1% | $4,876-62.2% |
| Participant deferral / active EE | $800 | $7,270-89.0% | $6,568-87.8% | $5,439-85.3% |
| Admin fee / account holder | $1,000 | $13,799-92.8% | $11,282-91.1% | $10,886-90.8% |