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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 | $75,629 | $72,071+4.9% | $68,368+10.6% | $137,256-44.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 2.52% | 353.14%-350.6pp | 292.57%-290.1pp | 220.34%-217.8pp |
| Employer contribution / active EE | $9,746 | $2,788+249.6% | $2,649+267.9% | $4,156+134.5% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,431 | $5,336-54.4% | $5,150-52.8% | $12,270-80.2% |