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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 | $84,752 | $72,426+17.0% | $67,560+25.4% | $145,897-41.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 3.91% | 7226.78%-7222.9pp | 3533.50%-3529.6pp | 552.29%-548.4pp |
| Employer contribution / active EE | $4,528 | $3,074+47.3% | $2,737+65.5% | $4,663-2.9% |
| Participant deferral / active EE | $796 | $4,785-83.4% | $4,004-80.1% | $6,689-88.1% |
| Admin fee / account holder | $64,002 | $5,514+1060.7% | $3,994+1502.5% | $13,390+378.0% |