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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 | $83,657 | $160,040-47.7% | $147,096-43.1% | $145,877-42.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.63% | 98.49%-91.9pp | 419.75%-413.1pp | 551.28%-544.7pp |
| Employer contribution / active EE | $31,268 | $5,289+491.1% | $4,936+533.5% | $4,663+570.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $135,075 | $15,050+797.5% | $13,005+938.6% | $13,402+907.9% |