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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 | $34,129 | $159,934-78.7% | $147,005-76.8% | $145,959-76.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.21% | 98.24%-89.0pp | 418.76%-409.6pp | 561.95%-552.7pp |
| Employer contribution / active EE | $4,510 | $5,287-14.7% | $4,934-8.6% | $4,661-3.2% |
| Participant deferral / active EE | $2,113 | $8,427-74.9% | $8,070-73.8% | $6,689-68.4% |
| Admin fee / account holder | $3,541 | $15,053-76.5% | $13,006-72.8% | $13,398-73.6% |