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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 | $100,741 | $203,483-50.5% | $152,473-33.9% | $167,536-39.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 5.77% | 13.80%-8.0pp | 757.59%-751.8pp | 478.82%-473.1pp |
| Employer contribution / active EE | $5,455 | $5,219+4.5% | $4,326+26.1% | $4,839+12.7% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,270 | $22,521-94.4% | $15,811-92.0% | $12,315-89.7% |