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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 | $158,416 | $217,432-27.1% | $185,851-14.8% | $167,553-5.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.67% | 148.43%-141.8pp | 122.11%-115.4pp | 478.89%-472.2pp |
| Employer contribution / active EE | $32,372 | $5,874+451.1% | $5,168+526.3% | $4,840+568.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,273 | $19,820-68.4% | $16,245-61.4% | $12,316-49.1% |