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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 | $63,154 | $183,516-65.6% | $155,534-59.4% | $145,884-56.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.39% | 61.43%-57.0pp | 64.92%-60.5pp | 551.85%-547.5pp |
| Employer contribution / active EE | $7,039 | $5,315+32.4% | $4,675+50.6% | $4,662+51.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $203,688 | $19,293+955.7% | $15,900+1181.1% | $13,392+1421.0% |