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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 | $67,711 | $124,175-45.5% | $108,405-37.5% | $167,536-59.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.96% | 1380.13%-1372.2pp | 905.55%-897.6pp | 478.82%-470.9pp |
| Employer contribution / active EE | $16,072 | $4,188+283.8% | $3,559+351.6% | $4,839+232.1% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,832 | $9,457-70.1% | $7,297-61.2% | $12,315-77.0% |