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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 | $102,517 | $211,239-51.5% | $178,528-42.6% | $145,877-29.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.33% | 30.22%-25.9pp | 27.11%-22.8pp | 551.28%-547.0pp |
| Employer contribution / active EE | $55,000 | $4,570+1103.5% | $3,950+1292.2% | $4,663+1079.5% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $32,035 | $12,095+164.9% | $10,419+207.5% | $13,402+139.0% |