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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 | $57,937 | $209,874-72.4% | $189,537-69.4% | $167,536-65.4% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 8.37% | 748.61%-740.2pp | 555.34%-547.0pp | 478.82%-470.4pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,624 | $8,934-70.6% | $8,220-68.1% | $6,342-58.6% |
| Admin fee / account holder | $786 | $14,299-94.5% | $12,048-93.5% | $12,315-93.6% |