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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 | $158,836 | $226,090-29.7% | $182,531-13.0% | $152,885+3.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 2.36% | 192.57%-190.2pp | 148.57%-146.2pp | 345.39%-343.0pp |
| Employer contribution / active EE | $11,875 | $4,978+138.6% | $4,075+191.4% | $4,763+149.3% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,270 | $10,705-78.8% | $8,593-73.6% | $11,598-80.4% |