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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 | $64,875 | $183,539-64.7% | $155,556-58.3% | $145,897-55.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.37% | 61.31%-60.9pp | 64.84%-64.5pp | 552.29%-551.9pp |
| Employer contribution / active EE | $15,500 | $5,315+191.6% | $4,675+231.5% | $4,663+232.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,865 | $19,275-90.3% | $15,885-88.3% | $13,390-86.1% |