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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 | $211,288-51.5% | $178,540-42.6% | $145,884-29.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.33% | 30.27%-25.9pp | 27.15%-22.8pp | 551.85%-547.5pp |
| Employer contribution / active EE | $55,000 | $4,574+1102.5% | $3,953+1291.4% | $4,662+1079.7% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $32,035 | $12,105+164.6% | $10,424+207.3% | $13,392+139.2% |