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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 | $65,128 | $111,814-41.8% | $93,654-30.5% | $145,959-55.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.17% | 203.30%-196.1pp | 133.34%-126.2pp | 561.95%-554.8pp |
| Employer contribution / active EE | $18,850 | $3,092+509.7% | $2,421+678.7% | $4,661+304.4% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $334 | $10,246-96.7% | $8,282-96.0% | $13,398-97.5% |