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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 | $39,457 | $184,000-78.6% | $162,185-75.7% | $152,909-74.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 3.78% | 150.80%-147.0pp | 115.61%-111.8pp | 345.46%-341.7pp |
| Employer contribution / active EE | $8,454 | $6,370+32.7% | $5,613+50.6% | $4,764+77.5% |
| Participant deferral / active EE | $1,627 | $8,033-79.7% | $7,297-77.7% | $5,851-72.2% |
| Admin fee / account holder | $20,008 | $13,124+52.5% | $10,844+84.5% | $11,601+72.5% |