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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 | $167,232 | $102,696+62.8% | $86,235+93.9% | $139,487+19.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 1.98% | 1925.91%-1923.9pp | 1170.03%-1168.1pp | 373.84%-371.9pp |
| Employer contribution / active EE | $1,015 | $3,034-66.6% | $2,381-57.4% | $4,755-78.7% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,889 | $8,667-78.2% | $6,856-72.4% | $11,407-83.4% |