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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 | $60,785 | $47,479+28.0% | $62,929-3.4% | $82,448-26.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 5.95% | 20.34%-14.4pp | 1063.93%-1058.0pp | 41.64%-35.7pp |
| Employer contribution / active EE | $9,592 | $1,885+408.8% | $2,505+283.0% | $2,551+276.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,796 | $3,804+26.1% | $5,065-5.3% | $7,234-33.7% |