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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 | $30,942 | $99,011-68.7% | $86,582-64.3% | $147,586-79.0% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 3.38% | 1312.75%-1309.4pp | 965.08%-961.7pp | 578.59%-575.2pp |
| Employer contribution / active EE | $5,978 | $3,132+90.8% | $2,839+110.5% | $4,876+22.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $57,453 | $5,709+906.4% | $4,904+1071.5% | $10,886+427.8% |