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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 | $73,341 | $176,105-58.4% | $159,474-54.0% | $167,536-56.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.46% | 331.91%-328.5pp | 263.68%-260.2pp | 478.82%-475.4pp |
| Employer contribution / active EE | $64,975 | $5,299+1126.2% | $4,831+1245.0% | $4,839+1242.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,542 | $12,559-55.9% | $10,802-48.7% | $12,315-55.0% |