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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 | $142,925 | $209,422-31.8% | $178,503-19.9% | $158,982-10.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.45% | 188.81%-186.4pp | 151.12%-148.7pp | 302.99%-300.5pp |
| Employer contribution / active EE | $1,881 | $5,707-67.0% | $5,011-62.5% | $4,763-60.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,206 | $17,079-92.9% | $13,987-91.4% | $11,252-89.3% |