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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 | $54,008 | $209,888-74.3% | $189,545-71.5% | $167,553-67.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.36% | 748.66%-740.3pp | 555.36%-547.0pp | 478.89%-470.5pp |
| Employer contribution / active EE | $27,928 | $6,915+303.9% | $6,162+353.2% | $4,840+477.1% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,389 | $14,300-90.3% | $12,049-88.5% | $12,316-88.7% |