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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 | $131,179 | $102,595+27.9% | $94,057+39.5% | $154,746-15.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 3.77% | 583.42%-579.6pp | 480.62%-476.8pp | 172.34%-168.6pp |
| Employer contribution / active EE | $8,400 | $3,147+166.9% | $2,933+186.4% | $4,379+91.8% |
| Participant deferral / active EE | $650 | $5,118-87.3% | $4,709-86.2% | $6,730-90.3% |
| Admin fee / account holder | $7,729 | $7,736-0.1% | $7,244+6.7% | $14,365-46.2% |