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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 | $92,351 | $160,070-42.3% | $147,117-37.2% | $145,897-36.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.84% | 98.69%-95.8pp | 420.54%-417.7pp | 552.29%-549.4pp |
| Employer contribution / active EE | $6,111 | $5,285+15.6% | $4,932+23.9% | $4,663+31.1% |
| Participant deferral / active EE | $2,237 | $8,419-73.4% | $8,065-72.3% | $6,689-66.6% |
| Admin fee / account holder | $57,580 | $15,035+283.0% | $12,993+343.2% | $13,390+330.0% |