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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 | $67,103 | $160,070-58.1% | $147,117-54.4% | $145,897-54.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.03% | 98.69%-90.7pp | 420.54%-412.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $20,358 | $5,285+285.2% | $4,932+312.7% | $4,663+336.6% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $374 | $15,035-97.5% | $12,993-97.1% | $13,390-97.2% |