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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 | $227,152 | $166,242+36.6% | $165,071+37.6% | $145,884+55.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.45% | 100.44%-92.0pp | 70.17%-61.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $20,700 | $5,283+291.8% | $4,347+376.1% | $4,662+344.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,081 | $16,658-87.5% | $12,695-83.6% | $13,392-84.5% |