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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 | $63,800 | $150,447-57.6% | $136,298-53.2% | $147,586-56.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.50% | 1049.15%-1040.7pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $1,051 | $5,256-80.0% | $4,696-77.6% | $4,876-78.4% |
| Participant deferral / active EE | $664 | $6,631-90.0% | $6,247-89.4% | $5,439-87.8% |
| Admin fee / account holder | $2,013 | $10,906-81.5% | $9,244-78.2% | $10,886-81.5% |