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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 | $53,536 | $176,077-69.6% | $159,455-66.4% | $167,518-68.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.22% | 331.83%-323.6pp | 263.63%-255.4pp | 478.71%-470.5pp |
| Employer contribution / active EE | $4,776 | $5,298-9.9% | $4,830-1.1% | $4,838-1.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $80,006 | $12,556+537.2% | $10,800+640.8% | $12,312+549.8% |