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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 | $64,209 | $72,465-11.4% | $67,575-5.0% | $145,884-56.0% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 8.54% | 7222.56%-7214.0pp | 3528.98%-3520.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,209 | $3,074-60.6% | $2,736-55.8% | $4,662-74.1% |
| Participant deferral / active EE | $707 | $4,786-85.2% | $4,003-82.3% | $6,690-89.4% |
| Admin fee / account holder | $1,220 | $5,515-77.9% | $3,993-69.5% | $13,392-90.9% |