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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 | $67,573 | $175,231-61.4% | $149,696-54.9% | $139,466-51.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.56% | 166.77%-162.2pp | 134.46%-129.9pp | 373.66%-369.1pp |
| Employer contribution / active EE | $13,329 | $5,478+143.3% | $4,821+176.5% | $4,754+180.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $117,665 | $16,155+628.4% | $13,212+790.6% | $11,409+931.4% |