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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 | $145,415 | $183,988-21.0% | $162,177-10.3% | $152,897-4.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 10.84% | 150.79%-140.0pp | 115.60%-104.8pp | 345.43%-334.6pp |
| Employer contribution / active EE | $34,572 | $6,370+442.7% | $5,613+515.9% | $4,764+625.8% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $796 | $13,123-93.9% | $10,843-92.7% | $11,599-93.1% |