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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 | $46,670 | $175,231-73.4% | $149,696-68.8% | $139,466-66.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.06% | 166.77%-157.7pp | 134.46%-125.4pp | 373.66%-364.6pp |
| Employer contribution / active EE | $10,244 | $5,478+87.0% | $4,821+112.5% | $4,754+115.5% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $421 | $16,155-97.4% | $13,212-96.8% | $11,409-96.3% |