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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 | $144,057 | $102,978+39.9% | $90,287+59.6% | $152,870-5.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.46% | 95.17%-91.7pp | 78.10%-74.6pp | 345.34%-341.9pp |
| Employer contribution / active EE | $3,333 | $3,139+6.2% | $2,855+16.8% | $4,763-30.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4,871 | $6,171-21.1% | $5,351-9.0% | $11,597-58.0% |