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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 | $66,758 | $109,411-39.0% | $89,435-25.4% | $158,982-58.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.87% | 345.68%-341.8pp | 245.55%-241.7pp | 302.99%-299.1pp |
| Employer contribution / active EE | $25,942 | $3,173+717.7% | $2,587+902.8% | $4,763+444.7% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $322 | $6,159-94.8% | $4,884-93.4% | $11,252-97.1% |