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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 | $105,307 | $175,259-39.9% | $149,723-29.7% | $139,487-24.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.28% | 166.82%-161.5pp | 134.50%-129.2pp | 373.84%-368.6pp |
| Employer contribution / active EE | $22,397 | $5,478+308.8% | $4,821+364.5% | $4,755+371.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,040 | $16,158-93.6% | $13,215-92.1% | $11,407-90.9% |