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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 | $115,895 | $160,028-27.6% | $147,080-21.2% | $145,884-20.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.62% | 98.60%-92.0pp | 420.17%-413.5pp | 551.85%-545.2pp |
| Employer contribution / active EE | $13,000 | $5,286+145.9% | $4,933+163.5% | $4,662+178.8% |
| Participant deferral / active EE | $1,175 | $8,422-86.1% | $8,066-85.4% | $6,690-82.4% |
| Admin fee / account holder | $579 | $15,030-96.1% | $12,989-95.5% | $13,392-95.7% |