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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 | $55,399 | $183,627-69.8% | $155,602-64.4% | $145,978-62.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.38% | 61.32%-59.9pp | 64.81%-63.4pp | 550.52%-549.1pp |
| Employer contribution / active EE | $8,104 | $5,316+52.4% | $4,675+73.3% | $4,662+73.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,292 | $19,327-77.8% | $15,923-73.0% | $13,400-68.0% |