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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 | $20,242 | $99,011-79.6% | $86,582-76.6% | $147,586-86.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.93% | 1312.75%-1304.8pp | 965.08%-957.2pp | 578.59%-570.7pp |
| Employer contribution / active EE | $3,376 | $3,132+7.8% | $2,839+18.9% | $4,876-30.8% |
| Participant deferral / active EE | $146 | $3,972-96.3% | $3,609-95.9% | $5,439-97.3% |
| Admin fee / account holder | $2,176 | $5,709-61.9% | $4,904-55.6% | $10,886-80.0% |