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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 | $114,607 | $156,963-27.0% | $121,204-5.4% | $139,466-17.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 3.57% | 1476.75%-1473.2pp | 987.18%-983.6pp | 373.66%-370.1pp |
| Employer contribution / active EE | $13,803 | $5,544+148.9% | $4,170+231.0% | $4,754+190.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $716 | $6,953-89.7% | $5,651-87.3% | $11,409-93.7% |