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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 | $51,561 | $150,447-65.7% | $136,298-62.2% | $147,586-65.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.21% | 1049.15%-1040.9pp | 5156.27%-5148.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $1,498 | $5,256-71.5% | $4,696-68.1% | $4,876-69.3% |
| Participant deferral / active EE | $2,096 | $6,631-68.4% | $6,247-66.4% | $5,439-61.5% |
| Admin fee / account holder | $9,394 | $10,906-13.9% | $9,244+1.6% | $10,886-13.7% |