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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 | $70,604 | $73,546-4.0% | $63,018+12.0% | $147,586-52.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.20% | 175.56%-169.4pp | 87.62%-81.4pp | 578.59%-572.4pp |
| Employer contribution / active EE | $6,443 | $3,324+93.8% | $2,761+133.4% | $4,876+32.1% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $126,138 | $5,956+2017.9% | $3,601+3403.1% | $10,886+1058.7% |