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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 | $131,808 | $226,105-41.7% | $182,540-27.8% | $152,897-13.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 4.46% | 192.58%-188.1pp | 148.58%-144.1pp | 345.43%-341.0pp |
| Employer contribution / active EE | $2,778 | $4,978-44.2% | $4,076-31.8% | $4,764-41.7% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $629 | $10,706-94.1% | $8,593-92.7% | $11,599-94.6% |