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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 | $61,558 | $198,457-69.0% | $170,435-63.9% | $147,586-58.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.10% | 257.30%-253.2pp | 205.94%-201.8pp | 578.59%-574.5pp |
| Employer contribution / active EE | $31,000 | $6,183+401.4% | $5,432+470.7% | $4,876+535.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,258 | $16,852-45.1% | $13,881-33.3% | $10,886-15.0% |