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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 | $84,241 | $198,461-57.6% | $170,436-50.6% | $147,585-42.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.63% | 257.30%-251.7pp | 205.94%-200.3pp | 578.57%-572.9pp |
| Employer contribution / active EE | $5,000 | $6,184-19.1% | $5,433-8.0% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $686 | $16,852-95.9% | $13,880-95.1% | $10,885-93.7% |