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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 | $81,043 | $175,231-53.8% | $149,696-45.9% | $139,466-41.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.19% | 166.77%-159.6pp | 134.46%-127.3pp | 373.66%-366.5pp |
| Employer contribution / active EE | $11,400 | $5,478+108.1% | $4,821+136.5% | $4,754+139.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,397 | $16,155-79.0% | $13,212-74.3% | $11,409-70.2% |