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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 | $34,506 | $150,447-77.1% | $136,298-74.7% | $147,586-76.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 8.64% | 1049.15%-1040.5pp | 5156.27%-5147.6pp | 578.59%-570.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $733 | $6,631-89.0% | $6,247-88.3% | $5,439-86.5% |
| Admin fee / account holder | $43,805 | $10,906+301.7% | $9,244+373.9% | $10,886+302.4% |