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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 | $30,973 | $129,737-76.1% | $119,126-74.0% | $154,746-80.0% |
| Participation rate | 93.3% | 78.9%+14.5pp | 75.8%+17.6pp | 80.7%+12.6pp |
| Annual return | 0.58% | 379.08%-378.5pp | 282.11%-281.5pp | 172.34%-171.8pp |
| Employer contribution / active EE | $9,768 | $4,375+123.3% | $4,034+142.2% | $4,379+123.1% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,890 | $11,961+41.2% | $10,693+58.0% | $14,365+17.6% |