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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 | $136,139 | $160,028-14.9% | $147,080-7.4% | $145,884-6.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 5.65% | 98.60%-92.9pp | 420.17%-414.5pp | 551.85%-546.2pp |
| Employer contribution / active EE | $8,405 | $5,286+59.0% | $4,933+70.4% | $4,662+80.3% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,985 | $15,030-60.2% | $12,989-53.9% | $13,392-55.3% |