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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 | $107,528 | $109,967-2.2% | $97,197+10.6% | $145,877-26.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 4.48% | 244.27%-239.8pp | 75.47%-71.0pp | 551.28%-546.8pp |
| Employer contribution / active EE | $15,113 | $3,077+391.2% | $2,723+455.0% | $4,663+224.1% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $116,920 | $6,199+1786.1% | $5,637+1974.1% | $13,402+772.4% |