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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 | $49,304 | $175,212-71.9% | $149,682-67.1% | $139,427-64.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.53% | 166.63%-156.1pp | 134.35%-123.8pp | 373.27%-362.7pp |
| Employer contribution / active EE | $7,733 | $5,475+41.2% | $4,818+60.5% | $4,752+62.7% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,186 | $16,150-74.1% | $13,210-68.3% | $11,404-63.3% |