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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 | $160,040-27.6% | $147,096-21.2% | $145,877-20.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.62% | 98.49%-91.9pp | 419.75%-413.1pp | 551.28%-544.7pp |
| Employer contribution / active EE | $13,000 | $5,289+145.8% | $4,936+163.4% | $4,663+178.8% |
| Participant deferral / active EE | $1,175 | $8,429-86.1% | $8,071-85.4% | $6,691-82.4% |
| Admin fee / account holder | $579 | $15,050-96.2% | $13,005-95.5% | $13,402-95.7% |