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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 | $126,806 | $183,968-31.1% | $162,166-21.8% | $152,870-17.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 6.36% | 150.77%-144.4pp | 115.59%-109.2pp | 345.34%-339.0pp |
| Employer contribution / active EE | $13,896 | $6,371+118.1% | $5,614+147.5% | $4,763+191.8% |
| Participant deferral / active EE | $2,861 | $8,034-64.4% | $7,298-60.8% | $5,850-51.1% |
| Admin fee / account holder | $32,623 | $13,121+148.6% | $10,842+200.9% | $11,597+181.3% |