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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 | $140,728 | $103,000+36.6% | $90,300+55.8% | $152,885-8.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.35% | 95.19%-90.8pp | 78.11%-73.8pp | 345.39%-341.0pp |
| Employer contribution / active EE | $6,250 | $3,138+99.1% | $2,854+119.0% | $4,763+31.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,829 | $6,173+237.4% | $5,353+289.1% | $11,598+79.6% |