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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 | $39,154 | $202,342-80.6% | $172,753-77.3% | $152,909-74.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.95% | 1029.88%-1019.9pp | 803.00%-793.0pp | 345.46%-335.5pp |
| Employer contribution / active EE | $2,412 | $5,857-58.8% | $5,144-53.1% | $4,764-49.4% |
| Participant deferral / active EE | $1,063 | $5,948-82.1% | $5,198-79.5% | $5,851-81.8% |
| Admin fee / account holder | $533 | $17,112-96.9% | $13,956-96.2% | $11,601-95.4% |