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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 | $121,669 | $99,011+22.9% | $86,582+40.5% | $147,586-17.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.03% | 1312.75%-1309.7pp | 965.08%-962.1pp | 578.59%-575.6pp |
| Employer contribution / active EE | $4,486 | $3,132+43.2% | $2,839+58.0% | $4,876-8.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $548 | $5,709-90.4% | $4,904-88.8% | $10,886-95.0% |