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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 | $86,015 | $110,093-21.9% | $97,295-11.6% | $145,897-41.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 7.57% | 244.76%-237.2pp | 75.62%-68.0pp | 552.29%-544.7pp |
| Employer contribution / active EE | $5,726 | $3,077+86.1% | $2,723+110.3% | $4,663+22.8% |
| Participant deferral / active EE | $685 | $4,678-85.4% | $4,264-83.9% | $6,689-89.8% |
| Admin fee / account holder | $124,146 | $6,212+1898.4% | $5,646+2098.7% | $13,390+827.1% |