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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 | $97,417 | $202,342-51.9% | $172,753-43.6% | $152,909-36.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.62% | 1029.88%-1025.3pp | 803.00%-798.4pp | 345.46%-340.8pp |
| Employer contribution / active EE | $25,956 | $5,857+343.1% | $5,144+404.6% | $4,764+444.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,759 | $17,112-37.1% | $13,956-22.9% | $11,601-7.3% |