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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 | $88,967 | $166,089-46.4% | $164,928-46.1% | $145,978-39.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.52% | 100.26%-92.7pp | 70.08%-62.6pp | 550.52%-543.0pp |
| Employer contribution / active EE | $14,286 | $5,276+170.8% | $4,343+228.9% | $4,662+206.4% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,435 | $16,641-1.2% | $12,684+29.6% | $13,400+22.6% |