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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 | $63,522 | $202,342-68.6% | $172,753-63.2% | $152,909-58.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.21% | 1029.88%-1018.7pp | 803.00%-791.8pp | 345.46%-334.3pp |
| Employer contribution / active EE | $12,218 | $5,857+108.6% | $5,144+137.5% | $4,764+156.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,354 | $17,112-80.4% | $13,956-76.0% | $11,601-71.1% |