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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 | $58,269 | $176,077-66.9% | $159,455-63.5% | $167,518-65.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.66% | 331.83%-326.2pp | 263.63%-258.0pp | 478.71%-473.1pp |
| Employer contribution / active EE | $28,750 | $5,298+442.7% | $4,830+495.2% | $4,838+494.2% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $334 | $12,556-97.3% | $10,800-96.9% | $12,312-97.3% |