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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 | $25,872 | $165,399-84.4% | $149,745-82.7% | $158,982-83.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.70% | 348.34%-347.6pp | 276.72%-276.0pp | 302.99%-302.3pp |
| Employer contribution / active EE | $30,315 | $5,105+493.9% | $4,646+552.5% | $4,763+536.5% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $55,000 | $10,811+408.7% | $9,312+490.7% | $11,252+388.8% |