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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 | $53,339 | $202,342-73.6% | $172,753-69.1% | $152,909-65.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.97% | 1029.88%-1023.9pp | 803.00%-797.0pp | 345.46%-339.5pp |
| Employer contribution / active EE | $2,765 | $5,857-52.8% | $5,144-46.2% | $4,764-42.0% |
| Participant deferral / active EE | $735 | $5,948-87.7% | $5,198-85.9% | $5,851-87.4% |
| Admin fee / account holder | $641 | $17,112-96.3% | $13,956-95.4% | $11,601-94.5% |