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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 | $153,479 | $104,937+46.3% | $84,628+81.4% | $152,897+0.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 4.79% | 373.88%-369.1pp | 258.80%-254.0pp | 345.43%-340.6pp |
| Employer contribution / active EE | $1,415 | $3,303-57.2% | $2,653-46.7% | $4,764-70.3% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,886 | $6,243-21.7% | $4,914-0.6% | $11,599-57.9% |