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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 | $69,039 | $173,397-60.2% | $135,987-49.2% | $145,877-52.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 7.43% | 1166.18%-1158.8pp | 580.01%-572.6pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,841 | $5,281-65.1% | $4,214-56.3% | $4,663-60.5% |
| Participant deferral / active EE | $1,618 | $8,710-81.4% | $7,027-77.0% | $6,691-75.8% |
| Admin fee / account holder | $23,576 | $9,663+144.0% | $6,716+251.1% | $13,402+75.9% |