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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 | $58,507 | $225,673-74.1% | $203,872-71.3% | $155,188-62.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 3.18% | 95.91%-92.7pp | 85.11%-81.9pp | 148.84%-145.7pp |
| Employer contribution / active EE | $31,948 | $4,099+679.5% | $3,757+750.2% | $4,248+652.1% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $22,077 | $12,327+79.1% | $11,730+88.2% | $14,480+52.5% |