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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 | $105,084 | $102,595+2.4% | $94,057+11.7% | $154,746-32.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 7.83% | 583.42%-575.6pp | 480.62%-472.8pp | 172.34%-164.5pp |
| Employer contribution / active EE | $4,952 | $3,147+57.4% | $2,933+68.8% | $4,379+13.1% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $593 | $7,736-92.3% | $7,244-91.8% | $14,365-95.9% |