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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 | $46,395 | $175,231-73.5% | $149,696-69.0% | $139,466-66.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.60% | 166.77%-157.2pp | 134.46%-124.9pp | 373.66%-364.1pp |
| Employer contribution / active EE | $15,417 | $5,478+181.4% | $4,821+219.8% | $4,754+224.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $712 | $16,155-95.6% | $13,212-94.6% | $11,409-93.8% |