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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 | $61,714 | $160,040-61.4% | $147,096-58.0% | $145,877-57.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.98% | 98.49%-89.5pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $4,042 | $5,289-23.6% | $4,936-18.1% | $4,663-13.3% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $455 | $15,050-97.0% | $13,005-96.5% | $13,402-96.6% |