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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 | $57,253 | $165,399-65.4% | $149,745-61.8% | $158,982-64.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.05% | 348.34%-346.3pp | 276.72%-274.7pp | 302.99%-300.9pp |
| Employer contribution / active EE | $13,632 | $5,105+167.1% | $4,646+193.4% | $4,763+186.2% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $534,407 | $10,811+4843.1% | $9,312+5639.1% | $11,252+4649.6% |