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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 | $80,292 | $110,093-27.1% | $97,295-17.5% | $145,897-45.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.08% | 244.76%-239.7pp | 75.62%-70.5pp | 552.29%-547.2pp |
| Employer contribution / active EE | $4,762 | $3,077+54.8% | $2,723+74.9% | $4,663+2.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,078 | $6,212+62.2% | $5,646+78.5% | $13,390-24.7% |