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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 | $154,338 | $107,941+43.0% | $91,994+67.8% | $152,909+0.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 7.28% | 89.28%-82.0pp | 69.04%-61.8pp | 345.46%-338.2pp |
| Employer contribution / active EE | $13,043 | $4,212+209.7% | $3,453+277.8% | $4,764+173.8% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,565 | $10,521-47.1% | $7,744-28.1% | $11,601-52.0% |