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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 | $81,613 | $175,257-53.4% | $149,717-45.5% | $139,456-41.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.71% | 166.70%-157.0pp | 134.41%-124.7pp | 373.45%-363.7pp |
| Employer contribution / active EE | $3,305 | $5,477-39.6% | $4,820-31.4% | $4,753-30.5% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $698 | $16,156-95.7% | $13,213-94.7% | $11,407-93.9% |