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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 | $99,240 | $175,231-43.4% | $149,696-33.7% | $139,466-28.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.78% | 166.77%-161.0pp | 134.46%-128.7pp | 373.66%-367.9pp |
| Employer contribution / active EE | $16,894 | $5,478+208.4% | $4,821+250.5% | $4,754+255.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $851 | $16,155-94.7% | $13,212-93.6% | $11,409-92.5% |