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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 | $44,514 | $171,867-74.1% | $149,721-70.3% | $147,586-69.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.14% | 2113.36%-2109.2pp | 1501.67%-1497.5pp | 578.59%-574.5pp |
| Employer contribution / active EE | $3,901 | $6,275-37.8% | $5,444-28.4% | $4,876-20.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,923 | $13,799-71.6% | $11,282-65.2% | $10,886-64.0% |