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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 | $134,817-77.0% | $123,973-75.0% | $155,188-80.0% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.7%+16.7pp | 80.8%+12.5pp |
| Annual return | 0.58% | 515.49%-514.9pp | 388.13%-387.5pp | 148.84%-148.3pp |
| Employer contribution / active EE | $9,768 | $4,425+120.7% | $4,126+136.8% | $4,248+130.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $16,890 | $13,245+27.5% | $11,799+43.1% | $14,480+16.6% |